Splet15. jun. 2024 · The Memo by Howard Marks on Apple Podcasts 24 episodes On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. Splet06. mar. 2024 · On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights.
Apple Podcast 上的《The Memo by Howard Marks》
SpletIn his latest memo, Howard Marks weaves together some of the themes he’s explored in 2024 to explain what he believes really matters in investing and what doesn’t. He discusses the disadvantages of short-term thinking, the difference between volatility and risk, and the one word he believes defines the essence of investment excellence. Splet24. jan. 2024 · The premise of the memo is that Marks had to spend much of 2024 living in the same household as his adult son, who is an early-stage growth investor. Their debates and discussions prompted... potted flowers for spring and summer
The Memo by Howard Marks - Transcripts
SpletHoward Marks writes in his latest memo about approaching the investment environment left in 2024’s wake – one generating many questions and no easy answers. (March 4, … SpletHoward Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it. He discusses the role played by financial innovations like SPACs and cryptocurrencies and why he believes psychology, not fundamentals, primarily drives investment cycles – and likely always will. Splet27:22 The Memo - Howard Marks 40:27 TUI Show Notes: What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. touchscreen drivers are gone