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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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In this interview with our Norwegian friends over at Norges Bank, Stanley Druckenmiller explains how he learned to bet (really) big when the odds are heavily in your favor and how he is using a strategy of invest and investigate. Both inspired by his old colleague George Soros.
In this interview, Mohnish Pabrai outlines his full investment strategy, emphasizing the importance of staying within his “circle of competence” and drawing lessons from seasoned investors.
In a recent interview, Howard Marks argues that economic forecasting offers little value to investors. He notes that even top investors like Warren Buffett steer clear of relying on economic or market predictions when making decisions.
In his latest article, NYU professor Aswath Damodaran explores the common challenges faced by three types of entities that have access to assured funding: corporate venture capital, sovereign wealth funds, and green energy investments.
