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16min chapter
How Oaktree's Howard Marks Spots a Market Bubble
Odd Lots
Market Bubbles and Investment Strategies
This chapter explores the historical context of housing and mortgage bubbles, emphasizing the effects of subprime lending and the financial collapse. It also analyzes current market trends in tech stocks, highlighting the absence of irrational exuberance, while cautioning against overconfidence and speculative thinking in the face of emerging technologies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode