By
Borsgade
In this podcast with ‘3 Takeaways’ Howard Marks from Oaktree Capital Management, talks about how the real accomplishment is to have profit potential disproportionate to the risk.
He argues how to get the odds on your side and find out why diversification is not a magic elixir and why stock prices could go much higher.
I always say we diversify to protect against what we don’t know. We concentrate to take advantage of what we do know.
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