The Memo by Howard Marks

Introducing "Behind The Memo": Selling Out

Jan 21, 2022

32:25

Highlights

AI Chapters

Episode notes

Sell Assets Just Because They're Down

04:06

Market Timing Is Not Fundamentally Driven Investment Decisions

02:36

Is There a Force That Gets Us to Sell Low?

01:41

Introduction

3min

Don't Just Stand There, Do Something

1min

Selling Because It's Up

4min

Is There a Force That Gets Us to Sell Low?

2min

The Average Mutual Fund Does Worse Than the Average Indexes

3min

Market Timing Is Not Fundamentally Driven Investment Decisions

3min

Market Timers - When You Have to Sell Assets

2min

Sell Assets Just Because They're Down

4min

The Discipline of Relative Selection

4min

10.

How to Maximize Returns in the Stock Market

4min

11.

Oak Tree Capital Management L P.

2min

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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