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2min chapter
How Oaktree's Howard Marks Spots a Market Bubble
Odd Lots
Intro
This chapter introduces the main topic of concentration risk in stock indices, drawing parallels to the dot-com bubble of the early 2000s. It highlights the significance of historical analogies in interpreting current market conditions and prepares listeners for a deeper discussion on market bubbles.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode