If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about risk To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change Host: Bill Mann Guest: Howard Marks Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie Franks
#651: Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More
The Tim Ferriss Show
The world has changed so much since the 2000s, and that does not leave the property market behind. So, what’s up with the property market in Australia and what’s waiting for investors for the years to come? Join us in this episode, where Grant and I do a round-up on CoreLogic’s January 2023 report and Howard Marks’ Memo - The Sea Change. We share our insights and thoughts on the changes in the property market in 2022 and what the future will look like for property owners and investors this year. We’ll also discuss Australia’s 2022 performance on both micro and macro scales, the increasing rental rates, changing interest rates, and more! Learn more about what I’m talking about by listening to the full episode now!Episode Highlights:00:00 Welcome to Property and Investing02:56 Australia’s property market performance in 202206:53 Will the regional property market continue to improve?11:06 The impact of millennials having children15:42 What could be the future of working from home?18:49 Increasing rental rates in Australia26:31 The Sea Change: Howard Marks’ Memo34:09 Insights on the memo39:54 Changing the amount of debt to use If you enjoyed this episode, be sure to subscribe, tune in and share this podcast! Resources: ○ Check out CoreLogic’s January 2023 Report: https://www.corelogic.com.au/__data/assets/pdf_file/0021/12954/CoreLogic-home-value-index-Jan-23-FINAL.pdf ○ Howard Marks Memo: The Sea Change: https://www.oaktreecapital.com/insights/memo/sea-change ○ Property and Investing website: https://propertyandinvesting.com/ Subscribe: ○ Subscribe on Youtube: https://www.youtube.com/channel/UCr3PTV82iM2way1I_PxpK0g ○ Subscribe on Apple Podcast: https://podcasts.apple.com/us/podcast/property-and-investing/id1657091001 Connect with Property and Investing: ○ Join the Property and Investing Community: https://www.facebook.com/groups/propertyandinvesting ○ Follow us on Facebook: https://www.facebook.com/propertyandinvestingcom ○ Follow us on Instagram: https://www.instagram.com/propertyandinvesting/○ Follow us on TikTok: https://www.tiktok.com/@propertyandinvesting○ Send your enquiries or drop by to say hello: firstname.lastname@example.org DISCLAIMER:All information we share is NOT financial or investment advice and is purely intended for entertainment and educational purposes only. Always seek professional advice before acting on any financial decision.Support the show: https://linktr.ee/propertyandinvestingSee omnystudio.com/listener for privacy information.
We Study Billionaires - The Investor’s Podcast Network
We sit down with legendary investor Howard Marks of Oaktree Capital and his son Andrew who, while less-well-known, is also an incredibly accomplished investor in a very different arena: early-stage VC. The purpose of the conversation was to discuss their joint work together on Howard’s all-time most popular memo, “Something of Value”, which made the then-shocking argument that Value and Growth investing are not diametric opposites but rather two sides of the same investing coin. We of course dive deep into that, and also cover plenty of fun Oaktree and investing history, as well as Andrew’s favorite topic: selling (or not selling, as the case may be). This is not one to miss! If you want more Acquired, you can follow our public LP Show feed here in the podcast player of your choice (including Spotify!). Links: The Original “Something of Value” Memo Howard and Andrew on Oaktree’s “The Memo” podcast Sponsors: Thanks to Vanta for being our presenting sponsor for this special episode. Vanta is the leader in automated security compliance – making SOC 2, HIPAA, GDPR, and more a breeze for startups and organizations of all sizes. You might say they’re like the “AWS of security and compliance”! Everyone in the Acquired community can get 10% off using this link. Thank you as well to Brex and to Tiny. Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.
Ep29: Howard Marks on Warren Buffet, Writing Memo’s, Investing Psychology & Crypto
S&P Global Ratings
Legendary investor Howard Marks, Co-Founder of Oaktree Capital Management, joins Sally Moore, Global Head of Strategy, M&A and Partnerships for S&P Global and host Joe Cass on this episode of Fixed Income in 15. Discussion focused on Howard’s relationship with Warren Buffet, Sally’s experience of the recent $140Billion S&P Global-IHS merger, Howard’s process for writing his world famous memo’s and the psychology of investing in choppy markets. Sign-up here to be notified as soon as future episode are published View the series so far here
Billionaire Howard Marks Interview | How to Invest in 2022?
Motivation 2 Invest
Billionaire Howard Marks Interview | How to Invest in 2022? Watch full engaging videos on our popular Youtube channel: Motivation 2 invest (3 million views) https://www.youtube.com/channel/UCn6TvLMOvNdawu-ii6i9ubw 🎓 Learn How to Invest & Ask me questions: https://bit.ly/M2I-VIP-Member Credit: Milken Institute Global Conference We cover: Business Motivation, Self Improvement, Stock Market Investing, Stock Market News, Stock Investing tips, How to Invest?, Crypto investing. Value Stock Investing, UK Stock Investing.
Q1 2022 Investor Audibles: Bonsai Partners, RF Capital Management, and Howard Marks
Value Hive Podcast
This week we're continuing our Investor Audibles series with three Q1 2022 letters from the following investors/funds: Andrew Rosenblum, Bonsai Partners (03:00 - 27:00) Roger Fan, RF Capital Management (28:00 - 36:00) Howard Marks, Oaktree Capital (37:00 - 66:00) Please let me know what other letters you'd want to hear on future Investor Audible series episodes! Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! Quartr Quartr is revolutionizing the way investors interact with IR departments, listen to conference calls, and engage in investment research. The best way to think of Quartr is like Spotify for investor conference calls. Quartr is 100% free and includes markets from 12+ countries (with plans to expand in the future!). Investors can easily request new companies, and Quartr is quick to add them. You can learn more about Quartr by visiting their site, Quartr.se If you're interested in changing the way you research companies, download the app today and give it a try on Apple and Android. Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive. --- Support this podcast: https://anchor.fm/valuehive/support
Closing Bell: 2-day win streak, Oaktree's Howard Marks on market volatility & Fmr. Bank of England Governor on risks of a recession 5/3/22
Stocks closing higher for a second straight day ahead of Wednesday's Federal Reserve decision on interest rates. Oaktree Capital’s Howard Marks discusses this year's wild market volatility and why he thinks the worst of the market's excesses have been corrected. Bridgewater’s Rebecca Patterson says she doesn't like stocks or bonds right now and explains what investments she finds attractive right now. Oppenheimer’s Chris Kotowski reveals the three big banks he thinks look cheap. And Former Bank of England Governor Mark Carney on whether the Fed will achieve a soft landing and avoid a recession.
MI Rewind: Future of the Financial Markets? w/ Howard Marks
Millennial Investing - The Investor’s Podcast Network