Aug 31
Paul Kedrosky: AI is the First Bubble With Every Ingredient at Once | #648
Today’s guest is Paul Kedrosky, a fellow at the MIT Institute for the Digital Economy, partner at SK Ventures and former sell-side analyst. In today’s episode, Paul Kedrosky explains why AI sits at the intersection of every force behind the biggest bubbles. He walks through why t ... Show More
45m 31s
Aug 21
David Booth: 45 Years to $1 Trillion at Dimensional | #646
Today’s guest is David Booth, founder of Dimensional Fund Advisors, which now manages over $1 trillion. He studied under Eugene Fama at Chicago and helped build one of the first index funds at Wells Fargo. In today’s episode, David traces Dimensional’s arc from indexing’s earlies ... Show More
38m 34s
Jun 2024
Howard Marks: Oaktree Capital, Investment philosophy, Risk and Randomness
<p>How can you judge the quality of a decision? Howard Marks is the co-founder of Oaktree Capital and one of the world's most respected investors. In this episode he tells us about how he got started in finance, his investment philosophy, his thoughts on risk management and much ... Show More
40m 50s
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
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><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><!-- 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