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The Memo by Howard Marks
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
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.
35:13
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Quick takeaways
- Investors should question what is considered normal in financial markets and adapt their strategies to changing conditions.
- There is an attractive opportunity for lenders to provide capital to fast-growing life sciences companies and earn equity-like returns with reduced risk.
Deep dives
Questioning the Notion of Normal in Financial Markets
Howard Marks, co-chairman of Oaktree Capital, emphasizes the importance of questioning what is considered normal in financial markets. In a world where declining and ultra-low interest rates have been the norm for over 40 years, Marks argues that investors need to understand historical context and recognize when the current period deviates from the norm. He cautions against expecting the same result in a new environment and highlights the need to adapt investment strategies to changing market conditions.
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