The Memo by Howard Marks

The Winds of Change

Nov 30, 2021
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1
Introduction
00:00 • 3min
2
Stocks of the Greatest Companies in America in the Late 19 Sixties
02:43 • 3min
3
The New World Order
05:25 • 3min
4
Is There a Need for Labor in the US?
08:36 • 3min
5
Is Sitting on the Porch Really a Viable Substitute for Jobs?
11:23 • 3min
6
The Impact of Technology on the Economy
14:51 • 3min
7
What's Behind the Great Resignation?
17:30 • 2min
8
What Caused the Pandemic?
19:29 • 3min
9
The Pandemic and Its Effects
22:13 • 4min
10
The Forces of Division Are Getting Stronger
26:02 • 2min
11
The System of Government by the Whole Population Is Not Democratic
28:13 • 3min
12
The Future of American Democracy
31:10 • 4min
13
What's the Difference Between Partisan Government and Partisan Legislation?
34:51 • 2min
14
The Biden Administration's Inexplicable Kabuke Theatre
36:21 • 3min
15
The Filibuster - A Problem in the House of Representatives
39:41 • 4min
16
The Baby Boom Generation's Unfairness
43:20 • 2min
17
The Baby Boomers Are Consuming More Than Their Fair Share of the Pie
45:46 • 3min
18
The Fed Funds Rate
48:49 • 3min
19
Will the Fed Keep the Markets Rising in Perpetuality?
51:34 • 3min
20
Will China Become the World's Biggest Economy?
54:29 • 3min
21
What Comes After Twelfths?
57:13 • 3min
22
The World Economy Is an Infinitely Complex Web of Interconnections
59:58 • 3min