Howard Marks: Seven ways to take the temperature of the market
Borsgade
July 12, 2023
In his latest memo from Howard Marks, he outlines the seven ways you as an investor can take the temperature of the market.
Category: Howard Marks
Howard Marks: Key takeaways from Oaktree’s quarterly update
Borsgade
June 26, 2023
Howard Marks and the other portfolio managers give their top-down assessment of the different asset classes. From stocks to corporate debt and real estate.
Howard Marks: The worst thing you can do as an investor
Borsgade
June 20, 2023
John Nicola, CEO of Nicola Wealth, talks to Howard Marks, Co-founder and Oaktree Co-Chairman about investment strategies and topics such as growth versus value, deep value, interest rates, beta and alpha in the market and how to build a portfolio against the unknown risks in the market.
Howard Marks: It’s very difficult to predict the economy going forward
Borsgade
June 5, 2023
Howard Marks, Co-Chairman of Oaktree Capital Management was the Keynote Speaker at the Ben Graham Center for Value Investing’s 2023 Value Investing conference in Toronto Canada. Here, Marks shares some of the most important points from his many memos over the years.
Howard Marks: Reflections on Financial Markets Distress in the US
Borsgade
May 5, 2023
In a keynote at Georgetown University’s McDonough School of Business, Howard Marks shares his views on the US economy and debt situation.
Howard Marks: My learning from the Silicon Valley Bank episode
Borsgade
April 17, 2023
In his latest memo, Howard Marks reflects on the failure of Silicon Valley Bank and the impact it has on the banking industry in general.
Howard Marks: The market is undergoing a fundamental transformation
Borsgade
April 16, 2023
In the latest episode of The Investors Podcast, Howard Marks talks about the fundamental change that the new interest rate environment brings to the stock markets. He also shares his thoughts on AI, Bitcoin and investing in Japan and China.
Howard Marks: Key takeaways from Oaktree’s quarterly letter to shareholders
Borsgade
March 27, 2023
Each of the responsible portfolio managers at Oaktree gives their view on the current market: the market position, real estate, and as always with Oaktree, a section on bonds and corporate debt.
Howard Marks: On the state of the market and reflections from his recent memos
Borsgade
March 15, 2023
Howard Marks on the market situation and reflections from his latest memos
Howard Marks: Significant shifts in the stock markets
Borsgade
March 8, 2023
Howard Marks, co-chairman at Oaktree Capital Management and Ida Liu, global head at Citi Private Bank discuss the recent significant shifts in investment trends.
Howard Marks: The most important question today is about stagflation
Borsgade
February 20, 2023
The benign environment of low interest rates is a bygone era, thinks Howard Marks, co-chairman of Oaktree Capital. In an in-depth interview, the legendary investor explains why he expects a
Howard Marks on The New State of Markets
Peter Stæhr
February 15, 2023
Marks on the new situation in the markets Interesting interview with Oaktree Capital’s Howard Marks with a special focus on inflation and interest rates. Oaktree’s specialty is corporate bonds, and
What investors should refrain from
Peter Stæhr
October 31, 2022
The least important thing… In an interview with St. Jame’s Place, Howard Marks of Oaktree talks about his approach to investing. Marks is the author of the excellent book, “The
Howard Marks: Waiting for the bottom is a really bad idea
Peter Stæhr
September 20, 2022
Investor Harward Marks, from Oaktree Capital, speaks with Head of Finance Team in Economic Affairs Department at Chosun Ilbo. The video is half an hour, there is some editing along the way, but there are many interesting reflections on the current market situation, tech companies and crypto.