“When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something.”
@Theinteligentinvestor
3 ай бұрын
" Warren Buffet "
@MAMBAFXHELPLINE
2 ай бұрын
Financial consultants can help by recommending investments that outpace inflation, such as real estate or certain stocks. A client of mine followed this strategy and saw their savings grow by 15% in just two years, effectively countering inflation.
@Windarti30
2 ай бұрын
I copied his name and pasted it into my browser; his website came up immediately, and his qualifications are excellent. Thank you for sharing.
@IMANHELPLINE
2 ай бұрын
Experts like Dustin Dwain King provide extensive knowledge and experience, helping clients craft tailored financial strategies to achieve their goals. Recognising the importance of expert guidance is crucial for effective management and risk mitigation.
@JonKragh
3 ай бұрын
It's unbelievable that this is free. What a blessing.
@technicalmuffin
3 ай бұрын
I concompletely concur. This was so incredible in many ways
@jacobdaboss8413
3 ай бұрын
Don't tell them that! 🤨
@KarthikPonnusamy-xd4hq
2 ай бұрын
Never heard anyone else with such a clarity of thought. Mark Howards is a deep thinker.
@jcstravelfilms
3 ай бұрын
Even though Mr. Marks primarily deals with the credit markets, value equity investors can still learn a lot from him. I've always seen him as a modern-day philosopher. Also, you asked many questions that have not been asked of him before. Great interview, like all of your other ones.
@KeenaKernen
16 күн бұрын
Simply the best trader of 2023. Thanks for the lessons.
@apothe6
2 ай бұрын
This is a really insightful conversation about investing and markets. Howard Marks deeply understands the market.
@royjones59344
3 ай бұрын
Greatly appreciate all the effort you put into running Norges and doing these interviews.
@gangfang8835
3 ай бұрын
Rarely leave comments but this interviewer really knows what to ask, how to ask and a lot of insights are solicited. Thanks!
@dimitarvelev9005
3 ай бұрын
Phenomenal interview with lots of wisdom shared. Thank you Nikolai and Howard for sharing this with us
@fredericorosa7979
3 ай бұрын
I feel I always learn something when I listen/read something from Howard Marks. Inspiring!
@fengxie918
2 ай бұрын
Take aways: - Investment Principles: Risk Control, Consistency, Market Efficiency, Specialization, No Macro Prediction, No Market Timing - Annie Duke, “Thinking in Bets” - Risk Control, is not risk avoidance, risk avoidance equals to return avoidance, but risk is not also equal to return guarantee. The key of risk control, is risk awareness, able to analyze and take an unbalanced return-risk bet on it - Most of time market is not predictable, thus no market timing, but on the other side, when market is at extreme, it’s fairly predictable, but it’s very very rare. 5 times only in the 50 previous years. After the financial crisis, they buy large assets in the consecutive 13 weeks after the bankruptcy of Lehman Brothers. Most of the time, shall follow a bottom up fashion
@Across048
3 ай бұрын
I am so grateful that you have come out and shared your experiences and written a book. I have read all of your books and I have really benefited from them. Thank you Howard Marks.
@ChloeCarter-kd7gz
3 ай бұрын
Investment banking can be quite lucrative if you know what you're doing, but it also comes with its fair share of risks.
@MelissaHobbs-qm8wi
3 ай бұрын
That's true. I've dabbled in investment banking myself, but I prefer to leave the heavy lifting to the professionals.
@WhitneyRoss-dj4rf
3 ай бұрын
Speaking of professionals, have you guys heard of RPC Wealth? They've been managing my portfolio for the past couple of years, and I've seen significant growth in my investments.
@EricaWaters-lr6zw
3 ай бұрын
RPC Wealth, you say? I haven't heard of them before. What sets them apart from other advisory firms?
@OliverLiam-px3vx
3 ай бұрын
Well, for starters, RPC Wealth takes a personalized approach to wealth management. They tailor their strategies to fit each client's unique financial goals and risk tolerance.
@ChloeCarter-kd7gz
3 ай бұрын
Plus, they have a team of seasoned professionals who are experts in their field. They use a combination of traditional investment strategies and cutting-edge technology to maximize returns for their clients.
@paultweedley2026
2 ай бұрын
Howard is incredible intelligent and wise, it's that that's made him so rich
@PedroPatela
3 ай бұрын
Excellent interview ⭐⭐⭐⭐⭐
@technicalmuffin
3 ай бұрын
Wow I just discovered Howard Marks in detail today and I am blown away.
@markburnham7512
3 ай бұрын
Love Marks. Host relentlessly seeks free advice.
@AimMartina
3 ай бұрын
Thank you for this channel and the interviews, from Thailand!
@QuantCompounding
3 ай бұрын
Timeless wisdom from Mr. Marks
@Sebastian.Ciobanu
28 күн бұрын
Excellent interview. Thank you.
@DeepSukhwani
3 ай бұрын
Things that would be difficult individually become easier when you have somebody you respect who supports you - Howard Marks
@aai2184
2 ай бұрын
Great content. Out of curiosity, what % of Oaktree main fund returns are driven by use of credit facility vs investment alpha. Asking for a friend.
@dennismorris7573
3 ай бұрын
Two very, very brilliant gentlemen.
@gabrielenicolini5988
3 ай бұрын
What a great interview! Thank you
@pmkaka
2 ай бұрын
one of the best so far , conversations
@akshaymanglani7971
2 ай бұрын
what a podcast, really appreciate it I have two questions: 1. How do you know when the consensus is actually right? What are the cause/effects we should study if the consensus may actually be right and we are not making bets because its contrary? For example, the consensus is not too too strong for the market like right now with the S&P 500 outlook hitting 6,000 points by end of 2024 (Source Evercore ISI) but the market is slightly over-heating? 2. Since we know that there are cycles both the short-term debt cycle (business cycle) and the long-term debt cycle, we know that people become excessive due to emotions when times are good. If we know and understand these cycles, why do people become excessive contributing to their own downfall? How can we measure the inflection point and know the maximum temperature we can hit in the markets before we are on a downward spiral?
@metamoonnn
3 ай бұрын
Reading Richer, Wiser, Happier. He was featured in it!
@johnbailey3351
3 ай бұрын
"I don't know enough about AI to know if this is excessive or justified." Neither do I, but I know enough about markets to know that given the current velocity, the chances are that it will become overvalued!
@TenishaOlinghouse
3 ай бұрын
Good content and enough details to make you money.😍
@lucasdetommasogomescarvalh6759
3 ай бұрын
Guys, technical issues are common and understandable, but whoever was operating these cameras could go to functional camera and operate it. Make it wide for both people when question time and zooming in slowly for responses. Great interview though
@technicalmuffin
3 ай бұрын
true. I was thinking the same - why not just have a pan with both lol
@abazarelmakki8880
3 ай бұрын
The world needs decision makers rather than creators
@robweatherston2156
3 ай бұрын
Thank you Nicolai
@fengxie918
3 ай бұрын
very good content, thank you
@Alpha_Q_up.
3 ай бұрын
Sawasdeekrap from Thailand.🙏
@germinc
3 ай бұрын
You know you have to watch it once you see the name!
@pps1223
3 ай бұрын
Markets were acting in a carefree non-risk-conscious kind of manner. Bingo!
@LucidTrading
3 ай бұрын
Love this!
@bbelev
3 ай бұрын
Howard is brilliant
@shinji47-q6o
2 ай бұрын
Great questions
@22raaf
2 ай бұрын
the only one without interrogation feeling ;) asking P911 CEO about China sales- hilarious!
@Wbcdaegari
2 ай бұрын
thank you sir💗
@Weisswolf777
3 ай бұрын
Stanley Druckenmiller please. And ask about his Nvidia stocks!
@PatAlpaugh4
3 ай бұрын
Love it
@BB-fp6gh
2 ай бұрын
“No economist would be hired”… e.g Robert Shiller in Gundlach’s RE funds - Doubleline
@ElonMuskDailyLife
3 ай бұрын
Elon was generous enough to give this man an interview early this year and in return, this man voted AGAINST Elon's pay package. Elon even accepted his dinner invitation. This man have no shame. GYF Nicolai from Norway
@kp2718
3 ай бұрын
41:18 Well, you've been fooled by Nasib, dentistry has a lot uncertainty and risks too, coming from a 0,01%dentist
@motwoc
3 ай бұрын
First!
@rogerlin6197
3 ай бұрын
second
@JG-re2bb
3 ай бұрын
The interviewer was incredibly annoying. Still great to listen to Marks though
@nvda2damoon
3 ай бұрын
warren, Howard, Brent Johnson - about the only 3 people that makes some sense on YT... for reference I outperform 99% of pro managers.
@angeladeem2988
3 ай бұрын
It's a common misconception that when a stock you buy skyrockets, the smart thing to do is sell it (or at least sell some of it) to lock in your profits. But the context matters. If the stock has increased sharply because the business is performing exceptionally well, it could still be a bargain. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...
@aliasoma
3 ай бұрын
Uhh, people are not as unpredictable as he thinks. If he really needs a lesson in psychology, he could start in his intellectual neck of the woods: behavioral finance.
@glennnielsen8054
3 ай бұрын
Having a sigma personality is a positiv.
@MahmutAyabakan
6 күн бұрын
Perez Richard Johnson Ruth Perez Matthew
@workwpassion
3 ай бұрын
This guys voted YES for Elon 2018 package, and voted NO now.
@armitageshanks2499
3 ай бұрын
Howard isn't CEO
@michaelseldon3815
3 ай бұрын
oh no Nikolai has been abuducted by aliens
@vorandrew
3 ай бұрын
guy is not sure why cycle exists... hmm
@pornstarpat
3 ай бұрын
.....he has a book named mastering market cycles! Bahahha
@RadicalNuance
3 ай бұрын
This guy’s fund voted against paying out Elon’s compensation package. Very sneaky, be aware.
@yazhongye8386
3 ай бұрын
Thanks for you information,but I think your opinion is biased.
@pornstarpat
3 ай бұрын
I would have voted his package down too. Elon is diluting the share holders with his package.
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