The Memo by Howard Marks The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
34 snips
Jan 4, 2024 
Listen to Howard Marks, David Rosenberg, and Aman Kumar as they discuss the concept of normalcy in financial markets and interest rates, the challenge of changing perspectives, factors driving the market rally, monitoring consumer spending, and the volatility in the life sciences public equity market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Changing Perspectives and Adapting to New Information
02:30 • 16min
Factors Driving the Market Rally: 'No Landing' and 'Pivot'
18:42 • 3min
Monitoring Consumer Spending and Unique Investment Opportunity
22:08 • 3min
Life Sciences Public Equity Market Volatility
24:59 • 7min
Introductory Disclaimer and Information
32:23 • 3min