AI Snips
Chapters
Transcript
Episode notes
Dare to Be Different
- Daring to be different and wrong is key for investment success.
- Conventional behavior limits potential outperformance.
Post-Lehman Investments
- After Lehman Brothers' collapse, Howard Marks' firm aggressively bought assets.
- This contrarian move, questioned by many, proved highly successful.
Embrace Discomfort
- Embrace discomfort in investing; the best opportunities arise from contrarianism.
- Discomfort signals divergence from the herd, indicating potential value.