Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 3min
Investing in Real Estate - The Three Sentences That Howard Writes
03:28 • 3min
What Is the Value of an Asset?
06:44 • 3min
The Problem With the Stock Market
09:34 • 2min
Is the Price of Private Assets Going Down?
11:22 • 5min
The Cycle in Attitudes Towards Risk
16:34 • 3min
Do You Know What Is Contrarianism?
19:58 • 2min
Contrarianism and Second Level Thinking
22:19 • 2min
How to Become a Better Investor
24:10 • 3min
The Value of Owning a Share of a Company
27:09 • 4min
Investing in the Future
30:43 • 3min
The Real Estate Cycle
33:33 • 2min
Cycles and Risk
35:44 • 5min
Investing in High-Yield Bonds
41:01 • 1min
The Cycle of Risk in Investing
42:26 • 5min
When Things Are as Good as They Can Get, They Can't Get Any Better
47:29 • 3min
Coping With the Risk Cycle
50:24 • 5min
Risk and Return Today 2004 Version
55:39 • 3min
Risk and Return Today, 2013 Version
59:08 • 3min
Investing in High-Yield Bonds and Treasuries
01:01:51 • 3min
Investing in the Credit World Is Getting Worse
01:04:46 • 4min
The Memo by Howard Marks
01:08:18 • 4min