Howard Marks: Risk, Bubbles, Credit, Cycles, Investment strategies Titelbild

Howard Marks: Risk, Bubbles, Credit, Cycles, Investment strategies

Howard Marks: Risk, Bubbles, Credit, Cycles, Investment strategies

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In this episode, Howard Marks discusses how he thinks about risk, market cycles, and investment discipline. He reflects on the founding of Oaktree, explains why risk is subjective and linked to the probability of loss, and shares his views on technology bubbles, private credit, and macro uncertainty, including Brexit. The conversation also covers portfolio construction, incentives in investing organizations, and his personal perspective on long-term success.

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