The Intrinsic Value Podcast - The Investor’s Podcast Network MI365: The Memos of Howard Marks w/ Shawn O'Malley
Aug 19, 2024
Shawn O'Malley, an investment expert, delves into the wisdom of Howard Marks, a legendary Wall Street investor known for his insightful memos. The discussion covers Marks's evolution in investment philosophy over 30 years, with a focus on risk management and long-term returns. They dissect how the 2008 financial crisis shaped investing strategies and highlight critical market calls. O'Malley emphasizes the importance of emotional control, recognizing market cycles, and the dangers of complacency, providing valuable lessons for contemporary investors.
Chapters
Transcript
Episode notes