Howard Marks: Oaktree Capital, Investment philosophy, Risk and Randomness
In Good Company with Nicolai Tangen
Investment Philosophy Unpacked
This chapter explores a well-defined investment philosophy, outlining six key principles that shape sound financial strategies. It highlights the unpredictability of human behavior in investing and the influence of market cycles, emphasizing patience and understanding over quick decision-making. The speakers reflect on the evolution of their perspectives regarding market forecasting and the duality of emotions like greed and fear in driving market corrections.
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