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7min chapter
MI365: The Memos of Howard Marks w/ Shawn O'Malley
Millennial Investing - The Investor’s Podcast Network
Navigating Market Risks and Opportunities
This chapter explores Howard Marks' insights from his 2004 memo, emphasizing the consequences of low interest rates on investor behavior and market conditions. It also examines the current real estate landscape shaped by high interest rates, presenting investment opportunities while advocating for cautious strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode