Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
Buying Good Things Isn't the Job of the Professional Investor
03:40 • 2min
The Importance of Low Interest Rates in the Investment World
05:26 • 3min
The Third Seed Change
08:30 • 3min
Investing in a Low Return World
11:22 • 4min
The Fed Cut Rates to Zero, but It Didn't Rear Its Head
15:14 • 2min
The Memo by Howard Marks
16:57 • 3min