The Insight: Conversations – Special Epi...

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

In this episode, Clay explores the book Thinking in Bets by Annie Duke, a guide to making better decisions under uncertainty. Drawing from her career as a professional poker player, Annie shares how to separate decision quality from outcomes and avoid the trap of “resulting.” Cla ... Show More

<p><strong>Annie Duke</strong> is a former professional poker player, a decision-making expert, and a special partner at First Round Capital. She is the author of <em>Thinking in Bets</em> (a national bestseller) and <em>Quit: The Power of Knowing When to Walk Away</em> and the c ... Show More

Kyle Grieve chats with Annie Duke about her own story of quitting and how it helped sparked the idea for one of her books, the importance of base rates in helping us make better decisions, how to improve our investing processes when we have long feedback loops, the importance of ... Show More

Annie Duke is a professional poker player and an author. The quality of our life depends upon the quality of our decisions. As a poker player who has competed at the biggest tournaments in the world, Annie understands the value of making good decisions under pressure. Expect to l ... Show More

Daily life requires numerous decisions. Some easy, some difficult. And some that have to be made without knowing a lot of pertinent information. And what we think is the best decision in the moment, doesn’t necessarily yield the best outcome. No one knows this better than our gue ... Show More

<p>Can you get better at decision-making with practice? Many founders, investors, and builders must make many critical decisions, big and small, every day, and improving the quality of your decision-making process can become a big competitive advantage. </p><p>In this episode fro ... Show More

Professional poker player, psychologist and author of two New York Times best-sellers, Maria Konnikova discusses her mentors, making decisions in environments of uncertainty, the importance of reflection, cooling down your emotions and Sherlock Holmes. -- Want even more? Members ... Show More

<p>In this episode, former World Series of Poker champion and author, Annie Duke, explains how poker is a pertinent model system for decision making in the real world, a system which blends imperfect information with some unknown percentage of both luck and skill. We go through t ... Show More