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The Memo by Howard Marks chevron_right

The Rewind: Calling The Market

whatshot 17 snips
Mar 7, 2023
39:56
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1
Introduction
00:00 • 2min
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2
The TMT Bubble and the South Sea Bubble
01:51 • 3min
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3
The TMT Bubble
04:39 • 4min
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4
Are You Ignorant of History?
08:26 • 2min
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5
The Relationship Between Price and Value
10:36 • 2min
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6
I Don't Know Much About Residential Mortgage Backsecurities
12:45 • 4min
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7
Buying at the Bottom of the Rally
16:20 • 4min
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8
The Death of Equities
19:51 • 2min
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9
Stocks Are Down So Much, Nobody Will Ever Buy Them Again
21:50 • 4min
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10
The Pandemic Memo
25:35 • 4min
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11
The Fed's Actions Are Part of What Caused the Pandemic
29:32 • 2min
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12
Why Would the Fed Keep Interest Rates at Zero?
31:33 • 3min
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13
Is the Psychology of the Market Relevant to Today?
34:54 • 4min
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Howard looks back on several memos he’s written near major turning points in the market over the last few decades, from the bursting of the dot-com bubble to the pandemic-driven crisis in early 2020. He considers what an investor should – and shouldn’t – focus on when making a market call.

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