Billionaire investor Howard Marks, renowned for his clear and engaging writing style, breaks down the barriers of complex investment concepts. He discusses the importance of clarity and humor in writing, sharing his four tenets for impactful communication. Marks emphasizes that creating a unique point of view is essential for making ideas resonate. He also explores the interplay of luck and opportunity, and how analogies can simplify complex topics. His insights highlight the power of storytelling in finance, urging writers to challenge conventional wisdom.

Join legendary investor Howard Marks, co-founder of Oaktree Capital, and his son Andrew Marks, founder of TQ Ventures, as they explore the intriguing synergy between value and growth investing. They discuss Howard's influential memo on this dynamic, share insights on navigating volatile markets, and reveal how their father-son collaboration enriched their perspectives. The conversation also touches on assessing founders beyond credentials and the psychological intricacies of investment decisions. It's a fascinating dive into modern investing, blending wisdom and fresh perspectives!

Howard Marks, co-founder of Oaktree Capital and a renowned investor, shares insights from his impressive career in finance. He discusses the importance of a well-defined investment philosophy and the unpredictability of human behavior. Marks emphasizes the necessity of effective risk management, viewing it as a strategy to engage with uncertainty rather than avoid it. He also dives into contrarian investing, encouraging aspiring investors to challenge market norms and embrace mentorship. Tune in for a treasure trove of investment wisdom!

Howard Marks, co-founder and co-chair of Oaktree Capital Management, is a renowned credit investor famous for his insights on market bubbles. In this discussion, he delves into how he identifies market bubbles compared to bull runs. Marks shares his experiences from the dot-com bubble and the 2008 financial crisis, highlighting the psychological impact of FOMO on investors. He also offers perspectives on the current Big Tech boom and AI investments, emphasizing the need for strategic thinking and risk assessment in today's volatile market.

Oaktree Co-Chairman Howard Marks joins the podcast to discuss his investment philosophy, risk management, and decision-making quality. They explore key investing principles, market dynamics, sound risk management, and lessons from card games for investing. Marks emphasizes patience, wisdom, and understanding market cycles in decision-making, highlighting the importance of risk control for achieving investment goals.

Billionaire investor, author and co-founder of Oaktree Capital Howard Marks discusses risk assessment, how to think different than the crowd, and the three mighty dares that separate the successful from the also-rans.   Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, searchable transcripts, member-only episodes, and more. Sign up at: https://fs.blog/membership/   Every Sunday our newsletter shares timeless insights and ideas that you can use at work and home. Add it to your inbox: https://fs.blog/newsletter/   Follow Shane on Twitter at: https://twitter.com/ShaneAParrish   Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Trey Lockerbie talks with Howard Marks, an investing legend and founder of Oaktree Capital. Howard shares his insights on the current Sea Change in financial markets, marking a pivotal shift in his 50-year career. He delves into how AI and Bitcoin are reshaping investment strategies and discusses the impact of a moderate interest rate environment on global debt. His reflections on Japan's economy and adapting to evolving market conditions offer listeners valuable perspectives on risk management and investment philosophy.

Financial expert Howard Marks and journalist Edward Chancellor discuss the history and impact of interest rates, the effects of low and negative interest rates on the economy, the complex relationship between interest rates and capital flows, the criticism of central bank activism, and the importance of monitoring the credit cycle in successful market calls.

Howard Marks, co-founder of Oaktree Capital and a renowned investment guru, dives deep into his vital insights on investing. He shares the importance of second-level thinking and how psychology significantly affects market behavior. Marks emphasizes the cyclical nature of markets, detailing common investor mistakes and the necessity of focusing on bargains. He also discusses strategies for low-interest environments and the folly of making macroeconomic predictions. His approach to defensive investing is a key takeaway, promoting risk management over high-return pursuits.

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.