#834
Mentioned in 25 episodes

Mastering the market cycle

Getting the Odds on Your Side
Book • 2021
In 'Mastering the Market Cycle: Getting the Odds on Your Side,' Howard Marks provides a comprehensive overview of market cycles, emphasizing the importance of understanding the patterns of ups and downs influenced by economics, markets, companies, and human psychology.

Marks draws on his decades of experience to explain how investors can position their portfolios to take advantage of market cycles by studying past cycles, understanding their origins, and remaining alert for the next cycle.

The book highlights that market cycles are driven by cause-and-effect relationships and that investors should prepare rather than predict market outcomes.

It also delves into the psychological markers and emotional factors that influence investor behavior during different phases of the cycle.

Mentioned by

Mentioned in 25 episodes

Mentioned by
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Howard Marks
as a book he wrote in 2018, exploring the cyclical nature of markets.
224 snips
Howard Marks: Oaktree Capital, Investment philosophy, Risk and Randomness
Mentioned by
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Howard Marks
as a book he wrote about market cycles.
195 snips
Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
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Howard Marks
as his second book where he discusses his market observations.
188 snips
How Oaktree's Howard Marks Spots a Market Bubble
Mentioned by
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Clay Finck
in relation to market cycles and the oscillation of stock prices around intrinsic value.
152 snips
TIP641: Improve Decision Making with Mental Models w/ Clay Finck & Kyle Grieve
Mentioned by
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Trey Lockerbie
as books written by
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Howard Marks
that offer insights into the investment process.
122 snips
TIP545: The Third Sea Change Has Begun w/ Howard Marks
Recommended by
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Clay Finck
for its insights on market cycles and how to be a better investor.
94 snips
TIP559: Mastering the Market Cycle by Howard Marks
Mentioned by
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Clay Finck
in the context of market cycles and human psychology.
91 snips
TIP571: Charlie Munger & The Psychology of Human Misjudgment
Mentioned by
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Cian Walsh
as a fantastic read that goes through the different market cycles.
54 snips
ALO30: The Quiet Rewire of Portfolio Construction ft. Cian Walsh
Recommended by
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Clay Finck
for understanding market cycles and recognizing market extremes.
39 snips
TIP562: How to Cope With Market Cycles
Mentioned by
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Clay Finck
while discussing market cycles and investment strategies.
38 snips
TIP497: Lessons from Billionaire Howard Marks
Mentioned by
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Clay Finck
and
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Kyle Grieve
in relation to understanding market cycles.
33 snips
TIP614: Investing Guardrails: Avoiding Common Mistakes w/ Kyle Grieve and Clay Finck
Mentioned by
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Clay Finck
when discussing market cycles.
33 snips
TIP657: Morgan Housel's Lessons to Build Wealth w/ Clay Finck
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J. David Stein
while discussing market conditions and investment strategies.
27 snips
TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein
Mentioned by
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Eliézer Ndinga
as a great book for understanding market cycles.
25 snips
Bits + Bips: Markets Are Down Bad. When Will Crypto Recover? - Ep. 790
Mentioned by
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Matt Clark
as a book offering insights into market cycles and value investing.
20 snips
$100M Founder: I Stopped Investing In My Business To Do This Instead | Matt Clark
Mentioned by
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Stig Brodersen
when quoting from page 138, highlighting the importance of the credit cycle.
13 snips
TIP478: Market Cycle Masterclass w/ David Stein
Recommended by
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William Green
as a valuable resource on investing.
13 snips
RWH002: Investing Wisely in an Uncertain World w/ Howard Marks
Mentioned by
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Trey Lockerbie
as some of his favorite books.
12 snips
TIP378: Move Forward with Caution w/ Howard Marks
Mentioned by Roy Lipovetsky as insightful books on investment strategies.
Think smarter, not harder with Howard Marks
Mentioned by
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Stig Brodersen
when discussing cyclicality in the market.
TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)

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