Bull Market Rhymes

In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its present state. He focuses on the rise of direct lending following the Global Financial Crisis, identifying the reasons for its fast growth bu ... Show More

In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature of mispricings, and the importance of leadership. 

In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of AI, providing his observations on its essence and how it differs from previous technological innovations. He highlights AI’s immense power, s ... Show More

Some are saying it’s a bull market, we’re calling it a giddy one.  (00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch u ... Show More

<p>This is my summary of Mastering the Market Cycle by Howard Marks.</p> <p>Howard Marks is one of my favorite writers on investing and I enjoy reading his memos throughout the year. Mastering the Market Cycle has insights for learning to see the big picture in the economy and in ... Show More

<p>We’ve been in a bull market for 10 years, with free money being the tail wind for investors. &nbsp;That era has now ended and investors are feeling the pain. &nbsp;As we come to this critical juncture, the Steady Wealth Podcast is here to discuss the realities of the market. T ... Show More

At some point, the bull market will turn south--but history teaches that it will recover. Today's Stocks & Topics: STX - Seagate Technology PLC, Mortgage Rates, The Stock Market & Hurricanes, What is 5G?, Young Investor, LB - L Brands Inc., XPO - XPO Logistics Inc., SWKS - Skywor ... Show More

As the S&P 500 continues to rally, our CIO and Chief U.S. Equity Strategist Mike Wilson discusses three factors that could lead to a stock market correction in the near term.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike ... Show More

Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jone ... Show More

In Episode 124, we welcome legendary investor, Howard Marks. Meb begins with a quote from Howard’s new book, Mastering the Market Cycle, and asks him to expound. Howard gives us his top-line take on market cycles, ending with the idea that if you understand them, you can profit f ... Show More

Riding ups and downs is an unavoidable part of being an investor. The stock market has cycles, and right now we’re in a cycle that folks in the biz call a bear market. But how should you handle your investments during a bear market? And what is a bear market anyway? Nicole and Gu ... Show More

On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled “Wait: Is It 2001 Again?!”This week, Alfonso draws parallels between the 2000 - 2001 period by looking at inflation, equities & bond market performance. As m ... Show More