
Thinking About Macro
The Memo by Howard Marks
Oak Tree Capital Management L P.
This podcast expresses the views of the author as of the date indicated, and such views are subject to change without notice. It should not be assumed that past investment performance is an indication of future results. Where there is a potential for profit, there is also the possibility of loss. This podcast is being made available for educational purposes only; it should not be used for any other purpose. The information contained herein does not constitute, and should not be construed as an offering of advisory services or an offer to sell, or solicitation to buy, any securities or related financial instruments in any jurisdiction....
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