AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
16min chapter
MI365: The Memos of Howard Marks w/ Shawn O'Malley
Millennial Investing - The Investor’s Podcast Network
Investor Psychology and Market Cycles
This chapter explores the insights from Howard Marks' 2005 memo, emphasizing the dangers of complacency and the cyclical nature of markets. It discusses how emotional extremes influence investor behavior, showcasing Oaktree Capital's defensive strategies before the 2008 crisis and the significance of contrarian thinking. By analyzing historical trends and market sentiments, the chapter highlights the opportunity for savvy investors during times of pessimism and the importance of understanding macroeconomic factors.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode