How to Navigate Market Cycles | Insights from Howard Marks (TIP562)
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- เผยแพร่เมื่อ 31 พ.ค. 2024
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Clay completes his review of Howard Marks’ book - Mastering the Market Cycle. Most investors aren’t aware of the cyclicality of markets and are prone to fall victim to greed and fear at the exact wrong times. Superior investors are aware of markets cycles, and position themselves to profit from them.
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IN THIS EPISODE, YOU’LL LEARN:
0:00:00 - Intro
0:01:02 - How Howard Marks thinks about the real estate cycle.
0:05:00 - Why cycles will continue indefinitely into the future.
0:12:18 - The three stages of a bull market and bear market.
0:13:19 - How Isaac Newton lost a fortune in the South Sea Bubble in 1720.
0:15:12 - The telltale sign to look for to almost be certain that you’re in a market bubble.
0:18:01 - Howard Marks’s thoughts on where we are at in the market cycle in 2023.
0:21:06 - How to know when is the appropriate time to position your portfolio aggressively and defensively.
0:25:02 - Why ‘silver bullets’ never pan out well for investors.
0:27:45 - Why Oaktree thinks timing market bottoms is a fool’s errand.
0:33:16 - Why success can bring the seeds of failure for many investors, companies, and sectors.
🖊️ Access the transcript and learn more about the guest here: www.theinvestorspodcast.com/e...
📖 BOOK MENTIONED:
- Mastering the Market Cycle by Howard Marks: amzn.to/438bZ1Y
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Quality is a fluid concept. That is the part of speculation that makes life interesting.
Thank you so much!!! Lobe hearing the masters of investing👏
Our pleasure!
Enjoyed 👍
Thank you! 🎉
Outstanding!
Thank you! Cheers!
Коп кулген бир жылайды, коп осырган бир тышады- is folksaying in my place. Means the same you talking
The b in subtle is silent.
Last 4 months Howard’s fund is -15%, while SPY +12% and QQQ +26%. What is he doing?
😢 Promo-SM
All these "principles of investing" are simple to understand but near impossible to execute for an average person. The problem with such advice gives a false sense of confidence to the audience and that will lead to disaster in the market. I have learned that over the past 30 years in investing.
Excellent takeaways and final clips! To formulate the last question the great knowledge of Howard Marks and Charlie Munger was applied at the same time. What's the most important thing? + invert, always invert = What's the least important thing? Simply brilliant! Thank you for your amazing work.
Glad you enjoyed it, David!
Awesome content as always. Thanks..
Glad you enjoyed it!
Thanks for this video. I am wondering how AI is going to change the world of investing especially the generative AI. Would be good to get some insights on this from your guests too. I am also planning to do videos around AI and Investing on my channel. Nonetheless, great work as usual and Hats off to Howard.
I predict AI is going to develop into a bubble and a lot of people are going to lose a lot of money.
@@aleydrus8067 I concur that there will be lot of bubble territory but unlike Crypto or Tulips, AI has a real usecase , in fact lots of them.
Thanks for watching! Best of luck to your channel!