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How Oaktree's Howard Marks Spots a Market Bubble

Odd Lots

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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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