The average return of the stock market is 9-10%. So why does the market rarely hit that number in a given year? Legendary investor Howard Marks explains.
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Nov 24
Reckless Earnings Predictions: ZM, BBY, DE
We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere & Co. (reports tomorrow morning).
Rick Munarriz, David Meier, and Tim Beyers:
- Forecast a “miss, beat, or beat and raise” for Z ... Show More
24 m
Oct 2018
Howard Marks - It's Not What You Buy, It's What You Pay for It That Determines Whether Something is a Good Investment | #124
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
43m 54s
Sep 2022
Bear Market Bounce or Stock Market Bottom?
Has the stock market hit bottom yet? Or are we seeing another false bottom? In the latest episode of Exchanges at Goldman Sachs, Peter Oppenheimer, Chief Global Equity Strategist and head of Macro Research in Europe, explains why the bear market in stocks isn’t over. Oppenheimer’ ... Show More
25m 52s
Mar 2020
20VC: Howard Marks on How COVID-19 Impacts Our Economy, Liquidity and National Debt, Why The Theory of Falling Knives and Market Bottoms is Wrong & Why The Best Investors Are Fundamentally Unemotional
<p><!-- wp:paragraph --></p> <p>Howard Marks is the Co-Founder and Co-Chairman of <a href= "https://www.oaktreecapital.com/" target="_blank" rel= "noreferrer noopener">Oaktree Capital Management</a>, a leading investment firm with more than $120 billion in assets. Prior to foundi ... Show More
25m 47s
Feb 2023
The Great Market Disconnect, and the Chart Master Updates His Apple Call 2/17/23
<p>Stocks held steady to end the week, with the Dow rising 130 points, even as 10-year yields hit their highest level since November. So why don’t equity markets seem to believe the Fed when it says to get used to higher rates. Plus Apple falling below a major support level today ... Show More
22m 20s