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The Memo by Howard Marks chevron_right

Introducing "Behind The Memo": Selling Out

whatshot 6 snips
Jan 21, 2022
32:25
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1
Introduction
00:00 • 3min
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2
Don't Just Stand There, Do Something
02:33 • 1min
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3
Selling Because It's Up
03:57 • 4min
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4
Is There a Force That Gets Us to Sell Low?
08:18 • 2min
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5
The Average Mutual Fund Does Worse Than the Average Indexes
09:58 • 3min
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6
Market Timing Is Not Fundamentally Driven Investment Decisions
12:51 • 3min
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7
Market Timers - When You Have to Sell Assets
15:27 • 2min
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8
Sell Assets Just Because They're Down
17:53 • 4min
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9
The Discipline of Relative Selection
21:59 • 4min
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10
How to Maximize Returns in the Stock Market
25:53 • 4min
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11
Oak Tree Capital Management L P.
30:20 • 2min
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Listen to the first episode of our new series Behind the Memo, in which Howard breaks down his latest memo, discussing its origins, themes and key insights. In Selling Out, published on January 13, 2022, Howard explains why staying invested is usually the most important thing. 

You can listen to Selling Out in the prior episode or read it here (https://www.oaktreecapital.com/insights/memo/selling-out).

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