The Pendulum in International Affairs
The Memo by Howard Marks
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Oak Tree Capital Management L P.
Howard marks: After many decades of globalization and cost minimization, i think we're about to find investment opportunities in the swing toward reliable supply. This podcast is being made available for educational purposes only; it should not be used for any other purpose. Oak tree has no duty or obligation to up date the information contained herein. It should not be assumed that past investment performance is an indication of future results.
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