MI365: The Memos of Howard Marks w/ Shawn O'Malley
The Intrinsic Value Podcast - The Investor’s Podcast Network
Evolving Investment Philosophy
This chapter explores Howard Marks's investment philosophy evolution from 1990 to 2023, highlighting the importance of risk control and consistency over seeking extreme short-term gains. It emphasizes that avoiding major losses is crucial for bond investors, while stock investors must also focus on identifying winners, all within a framework that embraces uncertainty for higher returns.
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