Howard Marks
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Howard Marks: The Race To The Bottom Is Currently UnderwayIn this lecture on SYA, Howard Marks discusses the lower returns across all asset classes, that have increased risk-taking, and a “race to the bottom” in the investment world. H…
Howard Marks: The Future Is Unusually Murky, Unusually UncertainDuring his recent presentation at INSEAD’S IMC, Howard Marks explained why the future is unusually murky, unusually uncertain. Here’s an excerpt from the presentation: Marks: Ea…
Howard Marks – Top 10 Holdings – Latest 13FOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…
Howard Marks: The Strategies That Have Worked Best Need To ChangeDuring his recent OakTree podcast, Howard Marks explained why the strategies that have worked best need to change in the current environment. Here’s an excerpt from the podcast:…
Howard Marks: The 1 Question Investors Should Ask Regarding A Possible InvestmentIn his book, Mastering The Market Cycle, Howard Marks discusses the one question investors should ask regarding a possible investment. Here’s an excerpt from the book: My point …
Howard Marks: The Years Ahead Won’t Be Easy For InvestorsIn his June Roundup of OakTree Letters, Howard Marks explained why the years ahead won’t be easy for investors. Here’s an excerpt from the roundup: Marks: The overarching theme …
Howard Marks: The Cardinal Sin Of InvestingIn this interview with Nicola Wealth, Howard Marks discusses the cardinal sin of investing. Here’s an excerpt from the interview: Marks: That’s a really good observation. First …
Howard Marks: Will AI Replace Human Investors?During this interview on The Investor’s Podcast, Howard Marks was asked whether AI will replace human investors. Here’s an excerpt from the interview: Marks: I just don’t think …
Howard Marks: There’s Only One Way To ForecastDuring this interview at the 2023 Value Investing Conference, Howard Marks discussed the one way to forecast. Here’s an excerpt from the interview: Marks: One of the most insigh…
Howard Marks: There’ll Be Significant Losses Throughout The EconomyDuring his recent interview at Real Estate Luminaries 2023, Howard Marks explained why there will be significant losses throughout the economy. Here’s an excerpt from the interv…
Howard Marks: Moral Hazard And The ‘Greenspan Put’In his latest memo titled – Lessons From Silicon Valley Bank, Howard Marks discusses moral hazard and the ‘Greenspan Put’. Here’s an excerpt from the memo: One problem with gove…
Howard Marks: This Decline In Interest Rates Was The Biggest Single Event In The Past 45 YearsDuring his recent interview with The Investor’s Podcast, Howard Marks explained why this decline in interest rates was the biggest single event in the last 45 years. Here’s an e…
Howard Marks: AI Will Never Become As Good As Warren BuffettDuring this interview with Talks at GS, Howard Marks explained why AI will never become as good as Warren Buffett. Here’s an excerpt from the interview: Marks: I wrote a memo ca…
Howard Marks: When The Tide Goes Out We’ll Find Out Who Made Good Credit DecisionsDuring the CFA’s Distinguished Speaker Series 2023, Howard Marks explained why when the tide goes out we’ll find out who made good credit decisions. Here’s an excerpt from the i…
Howard Marks: Investors Drive Themselves Nuts Focusing On The Short-TermIn this interview with SJP, Howard Marks discusses how investors drive themselves nuts focusing on the short-term. Here’s an excerpt from the interview: Marks: The least importa…
Howard Marks: A Soft Landing Is Extremely UnlikelyDuring his recent interview with the Asia Society, Howard Marks explained why a soft landing is extremely unlikely. Here’s an excerpt from the interview: Marks: It was a great i…
Howard Marks: Companies Should Have To Make Difficult Capital Allocation DecisionsDuring this interview with BQ Prime, Howard Marks explained why companies should have to make difficult capital allocation decisions. Here’s an excerpt from the interview: Marks…
Howard Marks: There’s Nothing Intelligent To Be Learned About Managing MoneyDuring this recent interview with The University of Chicago Booth School, Howard Marks quotes Galbraith saying there’s nothing intelligent to be learned about managing money. He…