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11min chapter
How Oaktree's Howard Marks Spots a Market Bubble
Odd Lots
Navigating the TMT Bubble
This chapter explores a prominent investor's reflections on the tech, media, and telecom bubble of the late 1990s and early 2000s. It highlights the importance of patience, market indicators, and the cultural context in understanding investment climates rather than relying solely on mathematical predictions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode