The Insight: Conversations – Cutting Thr...

In his latest memo, Howard Marks discusses the implications of governmental intervention in economies. Considering examples such as rent control, fire insurance, and tariffs, he emphasizes that while free markets don’t produce perfect solutions, efforts to control them often make ... Show More

In celebration of Oaktree’s 30th anniversary on April 10, 2025, cofounders Howard Marks (Co-Chairman), Bruce Karsh (Co-Chairman and Chief Investment Officer), and Sheldon Stone (Principal and Co-Portfolio Manager, High Yield Bonds) held a fireside chat for employees where they sh ... Show More

In his latest memo, Howard discusses how the recent events surrounding tariffs can have a seismic but unpredictable impact on the global economy. Seismic in that they reflect a fundamental undoing of longstanding norms, and unpredictable in that tariffs would bring untold second- ... Show More

In theory, the Federal Reserve operates by tightening the supply of credit. Or at least making it more close. Yet so far, despite the rate hikes, the economy has remained resilient. And credit spreads have remained surprisingly tight. So what's going on? Where are the risks? Why ... Show More

Rusty Vanneman, chief investment officer at Orion, says that while the economy has done better than experts forecasts and predictions of a soft- or no-landing scenario are well-reasoned, the leading indicators -- which take a long time to impact the economy -- show that storm clo ... Show More

Understanding the math can help you weather the storm as a stock investor. Ayal Cusner, Investing AI & Automation lead at The Motley Fool, joins CEO and co-founder Tom Gardner to talk about the data that can give you more peace of mind when the market goes sideways. In this episo ... Show More

Brian Beitner of Chautauqua Capital Management says that investors are risk-on right now -- despite a market and global economy that could have trouble shaking off the impacts of coronavirus -- at a time when they likely should be risk-off, meaning more conservative and fearful o ... Show More

If you know you’re impatient, then value investing isn’t for you. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool CEO Tom Gardner caught up with the “Dean of Valuation” for a discussion on: - Inflation’s ... Show More

We talk a lot on Odd Lots about the idea of investing. But what's it like to actually have to put money to work in some of the trickiest investing environments in history? David Schawel was an equity analyst who suddenly became the manager of a portfolio of subprime mortgage bond ... Show More

Shorter economic cycles and more frequent recessions doesn't necessarily mean the downturns will be brutal. John Rotonti talked with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, about: - The “mother’s milk” of stock prices - How this market is simultaneously li ... Show More

 On this edition of Wall Street Week, Kristin Bitterly, Citi Head of North America Investments and Liz Ann Sonders, Charles Schwab Chief Investment Strategist tell us why they see a rolling earnings recession. George Pyne, Bruin Capital Founder & CEO explains how fragmentation is ... Show More