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MI365: The Memos of Howard Marks w/ Shawn O'Malley

The Intrinsic Value Podcast - The Investor’s Podcast Network

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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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