15 Investment Advices by Howard Marks

Рет қаралды 25,709

Күн бұрын

Howard Marks is the co-founder of Oaktree Capital Management and author of "The Most important thing" and "Mastering the market's cycles".
In this Q&A he shares his investment wisdom covering these subjects:
00:00 - How to measure the temperature of the markets
00:48 - The danger of weaving a narrative. The case of tech and bitcoin
02:56 - Making money by lending to crap companies
08:26 - The logic behind market calls
11:36 - The value of idiosyncratic positions
12:39 - Dare to be great
17:47 - We don't value quantitative analysis and models
20:00 - Be a sceptic (the case of Bernie Madoff)
20:30 - Learn your lessons inexpensively
23:00 - Success carries the seeds of failure
23:58 - It is all about Balance
25:14 - How to rely (or NOT) on DATA
28:36 - Fixed Income Investing is the Negative Art
29:27 - If we avoid the losers, the winners take care of themselves
30:00 - Know what you don't know & know something other people don't know
__________________________________________________________
IMPORTANT LINKS:
► Here you can sign up for FREE to my monthly newsletter: sweatyourassets.biz/extra/new...
► Check out my articles at www.sweatyourassets.biz
► My Podcast: shows.acast.com/sweat-your-as...
_______________________________________________________
► NOTES:
- The interview has been edited for time, reach and engagement.
- Full credits: Goldman Sachs: www.goldmansachs.com
______________________________________________________
► Recommended Books:
- The Most Important Thing, by Howard Marks. amzn.to/42KZVng
- Mastering the Market Cycles, by Howard Marks. amzn.to/3Na5g1L
_______________________________________________________
Hi! Welcome to the KZfaq Channel "Sweat Your Assets".
In this financial education platform, you can access Mindset, Personal Finance, Money Management, Investing and Entrepreneurship content.
For additional content, you can visit my website: www.sweatyourassets.biz
Keep well and ... Sweat Your Assets!
Alex Baroni
#howardmarks #risk #investing

Пікірлер: 20

@SweatYourAssets Жыл бұрын

Which is your favourite quote from Howard Marks?

@Michael_NV Жыл бұрын

"It is simple, but it's not easy."

@SweatYourAssets Жыл бұрын

@@Michael_NV golden. Great choice

@coolisfoolable Жыл бұрын

by far, the most favourite is "my mother said: Howie, buy low, sell high"

@bolognaandeggs3004 Жыл бұрын

What an amazing interview! Wow. Well done.

@WaleedAkl Жыл бұрын

battlefield hero is not somebody who's unafraid it's somebody who's afraid but he does it anyway

@SweatYourAssets Жыл бұрын

Great selection @Waleed Aki, an inspiring quote.

@colddeath9797 10 ай бұрын

Great interview!

@fabiomerlin8820 Жыл бұрын

It´s not what you own. It´s what you pay.

@SweatYourAssets Жыл бұрын

Thank you Fabio. Great quote.

@Mikster_Mindo Жыл бұрын

Yes, great quote 👍🏻

@jimjackson4256 Жыл бұрын

It shouldn’t be easy.I can attest to that.

@RolfStumpfRailMedia Жыл бұрын

Learn your lessons inexpensively

@SweatYourAssets Жыл бұрын

Great one. On Success and Experience, I recall: Experience is what you get when you don't get what you want :-)

@davesites 10 ай бұрын

Lol mr. Madoff

@Petch1 11 ай бұрын

To many adverts

@1janeybug Жыл бұрын

His oak tree fund’s performance is horrible

@SweatYourAssets Жыл бұрын

Good point. Like Buffett and other great investors, Howard Marks shares exceptional investment Wisdom. That does not imply we should be their clients, buying their stock or relying on the same portfolio allocation.

@cryptogoth 10 ай бұрын

Over what time frame, and compared to what? Most super investors were compounding 30-50% in their early careers when managing millions, and can’t keep doing that when managing billions.

@1janeybug 10 ай бұрын

@@cryptogoth I guess the answer for that is if investing for the long term buy an index When you have a massive exp ratio It literally becomes impossible Imagine starting a game behind 1 run every time Btw his short term performance is decent Not exceptional