
Ep. 36: Howard Marks
Citywire: Mistakes Were Made
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Navigating Unconventional Investment Strategies
This chapter explores the history and evolving landscape of unconventional investment strategies, focusing on high yield bonds, distressed debt, and hedge funds. It examines the implications of rising inflation and interest rates on these strategies, contrasting current market conditions with those leading up to the Great Financial Crisis. The chapter emphasizes the need for adaptability and understanding of investor psychology amid shifting economic cycles.
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