About this episode
Yesterday
Richard Bernstein - The Case for Dividends in a Bubble Era | #614
Today’s guest is Richard Bernstein, Chief Investment Officer of Richard Bernstein Advisors, which he founded in 2009. He was previously the Chief Investment Strategist at Merrill Lynch. In today’s episode, Richard argues that the market is defined by rampant speculation and extre ... Show More
53m 41s
Jan 16
Marc Faber on Democracy, Debt, and Surviving the Next Market Regime | #613
My guest today is Marc Faber, editor of the “Gloom Boom & Doom Report.” In today’s episode, Marc explores the unpredictable nature of financial markets, the resurgence of precious metals and how money printing has fueled economic inequality. He argues that bonds are currently und ... Show More
52m 47s
Jan 2
Build YOUR Perfect Portfolio (w/ Cullen Roche) | #612
My guest today is Cullen Roche, Chief Investment Officer at Orcam Financial Group and Discipline Funds. His latest book is Your Perfect Portfolio: The ultimate guide to using the world’s most powerful investing strategies. In today’s episode, Cullen walks through the principles o ... Show More
1h 8m
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
25m 47s
Jan 2020
20VC: Oaktree Capital's Howard Marks on The Most Important Skill An Investor Can Have, The Right Way To Think About Price Sensitivity & Where Are We At Today; Take More Risk or Less?
32m 15s
Sep 2023
No surprise that the market is struggling with Powell's 'confusing' message
Jeanette Garretty, chief economist at Robertson Stephens Wealth Management, says that Federal Reserve chairman Jerome Powell's message this week was largely positive -- suggesting we're "in a mode to get a soft landing" -- but the market seized on confusing parts where he suggest ... Show More
58m 25s
Mar 2020
Howard Marks on the Stock Market Rarely Being Average
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.
Learn more about your ad choices. Visit megaphone.fm/adchoices
2m 32s
Apr 2023
TIP545: The Third Sea Change Has Begun w/ Howard Marks
Trey Lockerbie invites the renowned Howard Marks, known for establishing Oaktree Capital with $140B in AUM and earning a reputation as an investing legend for his consistent performance, unconventional investments, and insightful memos. In their discussion, Howard shares his view ... Show More
1h 1m
Jan 2024
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The Insight: Conversations with Howard Marks (Co-Chairman), David Rosenberg (Co-Portfo ... Show More
35m 13s
Mar 2023
Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?
3m 58s
Oct 2019
Option strategist McMillan: Until the market hits new highs, it's not a bullish chart
Lawrence McMillan, head of McMillan Analysis, said that the current range-bound market has indicators that can work for short-term trades, but nothing that really allows him to look out more than a few weeks. He is looking for the market to break through resistance at 2,993 on th ... Show More
58m 42s
Dec 2023
Brokeback Market
Dan Nathan, Danny Moses and Guy Adami discuss market sell-offs, 0DTE options and the state of the consumer through the lens of 'Buy Now, Pay Later"
Key Insights from the Pod:
The brief market sell-off (2:00)
Zero Days to Expiration (0DTE) Options (7:15)
Overbought conditions ... Show More
34m 53s
Nov 2023
Conversations: Full Return World with Howard Marks and Armen Panossian
Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to Howard’s latest memo, Further Thoughts on Sea Change, and Oaktree’s recently published Performing Credit Quarterly 3Q2023 in this crossover episode of The Insight: Conversations a ... Show More
31m 2s
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 from them.
Meb follows up by asking about Howard’s framework for evaluating wher ... Show More
<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
<p><a href="https://twitter.com/howardmarksbook">Howard Marks</a> is co-chairman and co-founder of <a href= "https://www.oaktreecapital.com/" target="_blank" rel= "noopener noreferrer">Oaktree Capital Management</a>, a leading investment firm with more than $120 billion in assets ... Show More
<p>After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm ... Show More
