Howard Marks - Latest Thinking, Spotting Patterns, and Understanding Risk
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- เผยแพร่เมื่อ 9 ก.พ. 2025
- EPISODE PAGE: whatgotyouther...
Howard Marks is co-chairman and co-founder of Oaktree Capital Management, a leading investment firm with more than $140 billion in assets under management.
Howard is a legendary value investor and has shaped Sean’s thinking on investing and life through his books and Memo’s that Warren Buffett has said, “When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something.”
On this episode Howard shares his philosophy on spotting patterns, risk, learning, developing a great partnership and firm, being a contrarian, why he’s changing his investment style after 50 years and so much more!
EPISODE TIMELINE:
2:03 Standing Out From The Herd
4:30 Howard’s Competitive Advantage
8:45 Pattern Recognition
13:03 Howard’s Various Career Interests
14:16 The Beginning of Howard’s Career
21:46 Lessons from Third Thursday Group
26:09 Being Right Too Early
31:07 The Decision Howard is Most Proud Of
36:51 Influences on Howard’s Investing
39:30 Know Thyself in Investing
41:24 Familial Differences in Investing
48:10 Living Life Your Way
51:08 Self Belief at Oaktree Capital
58:55 Howard’s Memos
1:04:28 Howard’s Book Recommendations
1:06:41 Howard’s First Choice Pick To Interview
Please more content with Howard Marks
I can’t believe this has only 3.6k views a few weeks in. This guy is a global treasure
Its probably because this video doesn't have ads. Google doesn't recommend videos that don't play ads.
12k after 3 years.
It’s because people aren’t
seeking out Howard Marks.
He’s one of my absolute favorite
investors to listen to personally.
Mr Mark's book "The Most Important Thing" is by far the best book about investing I have read, it has opened my eyes to many things, and what is the most important thing, it gave me confidence, that for as long as I will be doing it right I will be ok.
I would like to send my regards to Mr Marks, and say thank you.
Mastering The Market Cycle is also an excellent read!
@@bartlubberts5843 I know, I have read it. Have a good one.
Just subscribed. Amazing you had Howard Marks on the show!
Thanks Ale! It was a great conversation with Howard - glad you enjoyed it as well!
Thank you for the podcast
Howard marks.. brilliant brilliant
thanks for this podcast, as howard said in his book the most important thing you have to know who you are, not everybody can be growth investors, obviously as his son has more of a cushion that he had, is logical that he is not that afraid of the downside whereas howard as he said was more cautious as a result of the situations he lived when young and his parents, he was more afraid of the downside and less interested in the upside
How on earth did you get Howard to do an interview with you?!
Trading is a global 🌎 poker & chess game that is executed thru a long/short auction system (order flow thru bid/ask). Dynamic profession 💎.
Need to improve the audio on both ends.....
Congratulations on not listening to Howard's answers.
This interviewer just waited impatiently till Howard was done talking to get in his next unrelated question.
Learn to LISTEN!!!!!!!