Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
Howard Marks: Focusing on Excellence with Guy Spier
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By Borsgade
- - Published
In this insightful podcast, Howard Marks, co-founder of Oaktree Capital, and Guy Spier, founder of Aquamarine Capital, share timeless investment wisdom.
The discussion delves into essential principles for successful investing, including understanding market cycles, practicing second-level thinking, managing risk, and adopting long-term, contrarian strategies. Howard draws on his experiences during major market events, while Guy stresses the importance of emotional discipline and thinking unconventionally.
A central theme of their conversation is the value of staying true to oneself in a world that often rewards conformity. Both emphasize the importance of making independent decisions and adhering to personal principles rather than following trends or seeking approval.
With decades of combined experience, Howard and Guy offer profound insights into the mindset required for enduring success in both investing and life.
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Disclaimer of liability
The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
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