Distinguished Speaker Series with Howard Marks, ’69 Investing News investorshealth_38zse6 — May 24, 2023 · 24 Comments Howard Marks, '69, co-chairman and cofounder of Oaktree Capital Management, spoke with Dean Rajan on January 26, 2023.
I always enjoy listening to and reading anything Howard Marks puts out. Buffett puts it best, “I always learn something.”
Same here. Howard Marks books, memos and interviews are so rich and full of great insights!
Mandatory first 10 mins of each Howard Marks interview. Studied Wharton, junk bonds, nifty fifty, and so on. Next time someone interviews Howard just skip that please 😅
Lol… you’re spot on. I just like how HM has deliberately defined, refined and redefined his investment philosophy over time. Such a patterned professional.
Excellent interview, except for several missteps on the part of Howard Marks at the following:
1) At 2:12 – sanctimoniously corrects interviewer that he attended “Wharton” , not “Penn”.
2) At the end, Howard Marks makes a disgusting joke referencing common dog behavior that cannot be repeated in this forum.
While i liked the overall interview, i couldnt stand ”mhmm” sounds from the interviewer
@Alexandre M Same here why was the interviewer laughing so much! What Howard is saying is pretty serious
So impressive as always. Listening and reading what he’s said, It still suprises me how objective he is in gauging market sentiment. Good interview.
I would like to know if Howard owns any Brookfield shares. I bet not.
Last question was very ensightful
Totally agree. A fresh perspective for me
Howard is the epitome of compounded wisdom over decades… so many gems in this talk!
It is refreshing to hear a second level thinker and not some mindless politico yammering about trans people or equality or the enviornment.
Holding the Nifty 50 from 1969 until today wouldn’t have worked out very well, but if you bought in 1970 after Walmart IPO you would have outperformed the market by nearly 4x just because of Walmart
Crazy that there’s only 4.5k views on this.
thanks for sharing this great interview! is there a text note for this one? thx
Thank you for sharing such a wonderful interview!
Go0d H12: Kind thanks, yes HM definitely–Classy. Krgds, &AA*.###
Mr Nice ✌️
Good interview as it covers the timeline of Mr Mark’s career and how he learned from his experience as time went on…His books are required reading for serious investers…
Draft dodger huh
Why are they always asking about cycles? Suppose you learned to turned lead into gold, would you tell anyone? would you answer the question on Youtube?