Something of Value

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

Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. In this episode, Barry Ritholtz speaks to Jim O'Shaughnessy, former chairman and founder of O'Shaughnessy ... Show More

<p>How time will show you the true value of something &amp; why you shouldn&#39;t be too quick to judge in the short-term.</p> <p><br></p> <p>Make sure you follow me on social media for more daily trading tips @AkilStokesRTM</p> <p><br></p> <p>Your Trading Coach - Akil </p> 

What is it worth? Why?  Ricky Mulvey caught up with Motley Fool Canada’s Jim Gillies for a conversation about how retail investors can value stocks and why they have an advantage over institutional traders. They discuss: - The difference between price and value. - What financia ... Show More

Trends come, trends go. So, how can investors spot the difference between another passing fad and something with real, sustainable value?  Patrick Badolato is an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business. Ricky Mulvey caugh ... Show More

Billionaire investor, author and co-founder of Oaktree Capital Howard Marks discusses risk assessment, how to think different than the crowd, and the three mighty dares that separate the successful from the also-rans. Go Premium: Members get early access, ad-free episodes, hand-e ... Show More

<p dir="ltr">Lightning Round: Top 10 Ways to Keep Your Prospect List Up-to-Date</p> <p dir="ltr">Question: Mark Bregman asks, "You both have said value statements need to be updated, and refreshed because what may have worked last year may not be right for now. And I'm wondering ... Show More

Ready for a paradigm shift? Dive into the captivating realm of time investment with Darren Hardy. Discover how your perception of time can shape your journey to success. It's more than just spending or killing time—it's about strategic investment for maximum yield. Get more perso ... Show More

<p>On today’s show we are talking about deal structure. Some of the financing vehicles that are increasingly common in real estate had their roots on Wall Street. Others had their roots in the tech environment of Silicon Valley. </p> <p>When investors want to participate in a sta ... Show More

Courage & Conviction Investing shares why he's in a philosophical state of mind (0:30). Highlighting wins and losses with Green Plains and Cineverse (6:25). Small caps, rate cutting, and tariffs (26:45).Subscribe to Courage & Conviction Investing's Second Wind CapitalShow Notes:S ... Show More