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The Art of Value

Howard Marks Says Historic Stock Market Sea Change Has Begun

Jan 20, 2023
17:21

In his latest Memo and a recent interview, Howard Marks suggests that financial markets are undergoing a rare, major sea change, a radical transformation; only the third in the paste 50 years. I discuss the changes Howard Marks sees, and what they may mean for investors over the coming years.

Highly recommended Howard Marks Books:

The Most Important Thing: Uncommon Sense for the Thoughtful Investor
Mastering The Market Cycle: Getting the odds on your side
https://amzn.to/3GToOUK
(I receive a small commission when you purchase using this link, thanks!)

Full Bloomberg Interview: Oaktree's Howard Marks on Markets, Fed Rates, Inflation
https://youtu.be/ZRWmO6WvYhQ

Howard Marks Memo: Sea Change
https://cnt.oaktreecapital.com/insights/memo/sea-change

Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

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