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8min chapter
How Oaktree's Howard Marks Spots a Market Bubble
Odd Lots
Market Temperature: Gauging Conditions
This chapter explores how to assess market conditions, whether they are overheating or undervalued, drawing on the speaker's extensive career experiences. It emphasizes the complexities of predicting market cycles, investor behavior, and highlights the importance of a balanced risk strategy in portfolio management.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode