

#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.
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 

as a book he wrote in 2018, exploring the cyclical nature of markets.


Howard Marks

224 snips
Howard Marks: Oaktree Capital, Investment philosophy, Risk and Randomness
Mentioned by 

as a book he wrote about market cycles.


Howard Marks

195 snips
Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
Mentioned by 

as his second book where he discusses his market observations.


Howard Marks

188 snips
How Oaktree's Howard Marks Spots a Market Bubble
Mentioned by 

in relation to market cycles and the oscillation of stock prices around intrinsic value.


Clay Finck

152 snips
TIP641: Improve Decision Making with Mental Models w/ Clay Finck & Kyle Grieve
Mentioned by ![undefined]()

as books written by 

that offer insights into the investment process.

Trey Lockerbie


Howard Marks

122 snips
TIP545: The Third Sea Change Has Begun w/ Howard Marks
Recommended by 

for its insights on market cycles and how to be a better investor.


Clay Finck

94 snips
TIP559: Mastering the Market Cycle by Howard Marks
Mentioned by 

in the context of market cycles and human psychology.


Clay Finck

91 snips
TIP571: Charlie Munger & The Psychology of Human Misjudgment
Mentioned by ![undefined]()

as a fantastic read that goes through the different market cycles.

Cian Walsh

54 snips
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for understanding market cycles and recognizing market extremes.


Clay Finck

39 snips
TIP562: How to Cope With Market Cycles
Mentioned by 

while discussing market cycles and investment strategies.


Clay Finck

38 snips
TIP497: Lessons from Billionaire Howard Marks
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and 

in relation to understanding market cycles.


Clay Finck


Kyle Grieve

33 snips
TIP614: Investing Guardrails: Avoiding Common Mistakes w/ Kyle Grieve and Clay Finck
Mentioned by 

when discussing market cycles.


Clay Finck

33 snips
TIP657: Morgan Housel's Lessons to Build Wealth w/ Clay Finck
Mentioned by ![undefined]()

while discussing market conditions and investment strategies.

J. David Stein

27 snips
TIP568: Current Market Conditions, Alternative Assets, & AI w/ David Stein
Mentioned by 

as a great book for understanding market cycles.


Eliézer Ndinga

25 snips
Bits + Bips: Markets Are Down Bad. When Will Crypto Recover? - Ep. 790
Mentioned by ![undefined]()

as a book offering insights into market cycles and value investing.

Matt Clark

20 snips
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Mentioned by 

when quoting from page 138, highlighting the importance of the credit cycle.


Stig Brodersen

13 snips
TIP478: Market Cycle Masterclass w/ David Stein
Recommended by 

as a valuable resource on investing.


William Green

13 snips
RWH002: Investing Wisely in an Uncertain World w/ Howard Marks
Mentioned by ![undefined]()

as some of his favorite books.

Trey Lockerbie

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 

when discussing cyclicality in the market.


Stig Brodersen

TIP329: Value Investing - w/ John Huber, Tobias Carlisle, and Wes Gray (Business Podcast)