A Conversation with Howard Marks: Mastering the Market Cycle

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  • เผยแพร่เมื่อ 24 พ.ย. 2024

ความคิดเห็น • 28

  • @itrebor
    @itrebor 3 ปีที่แล้ว +17

    A 90 minute treasure, what an honor to have this recommended to me.

  • @stevenguyen7479
    @stevenguyen7479 5 ปีที่แล้ว +31

    Psychology one of the most important aspect when it comes to investing, thank you Howard Marks.

  • @231wildy
    @231wildy 5 ปีที่แล้ว +15

    Always awed by Howard's views and talks. And, Howard's books are a must read. On top of that, these should be made into compulsory textbooks for finance and investments.

  • @Texas80
    @Texas80 5 ปีที่แล้ว +16

    I've learned so much here, I'm going to get Howard's books. Thank you Howard for explaining covenants @1:08:05

  • @tomoconnor7451
    @tomoconnor7451 3 ปีที่แล้ว +9

    Marks told like twenty jokes. The crowd got half of them and Milken laughed at two. Great interview.

  • @k.6160
    @k.6160 3 ปีที่แล้ว +3

    Great interview. It's a good lesson in history and bonds, which Are not talked about enough. Thank you! 👏👏

  • @scottab140
    @scottab140 5 ปีที่แล้ว +17

    Thank to Michael Milken for the Milken Institute.

  • @231wildy
    @231wildy 5 ปีที่แล้ว +11

    At 1:13:00, "if you are not confused, you dont understand what is going on". Simply epic.

  • @vincentmaldon7707
    @vincentmaldon7707 2 ปีที่แล้ว

    Excellent discussion. Thank you for this.

  • @TomRauhe
    @TomRauhe 3 ปีที่แล้ว +12

    Wow. He really killed everything in the last few minutes. Free education and health care has costs. Really. Wonder how all the rest of the 1st world handles all the costs while being much much less in debt. And how educated people will eventually wind up with the idea that capitalism is still a great idea for them and everyone around them is beyond me. Except when, as he describes, "education" means "studying (current) economics".

  • @csanton3946
    @csanton3946 4 ปีที่แล้ว +5

    Does anybody notice how good of a story or intro on every topic Milken provides before he pass on again the mike to his interviewee?

  • @surajitghosh1619
    @surajitghosh1619 5 ปีที่แล้ว +11

    Exceptional stuff

    • @campeador94
      @campeador94 5 ปีที่แล้ว +1

      Sir are you a professor at IIT Bombay?

  • @bleacherz7503
    @bleacherz7503 5 ปีที่แล้ว +7

    Milken is one smart dude

  • @jichengjeff
    @jichengjeff 5 ปีที่แล้ว +2

    "its not passive investment is so good its active management is so bad". if this is true which I have no intellectual power to judge, this phenomenon presents tremendous opportunity

  • @Pathfinder_tua
    @Pathfinder_tua 5 ปีที่แล้ว +3

    Great insights here

  • @Nicolas-uu3jr
    @Nicolas-uu3jr 4 ปีที่แล้ว +9

    "Mr. Anderson 😎"

  • @jimjackson4256
    @jimjackson4256 5 ปีที่แล้ว +17

    Please no more interviews in a dinner theatre environment the sound of cutlery clanking on plates is ridiculous

  • @MrAndrewChung
    @MrAndrewChung 4 ปีที่แล้ว +9

    what is John Malkovich doing?

  • @MrsKartier
    @MrsKartier 3 ปีที่แล้ว +1

    that's what Cathie says, lol. "It's different "

  • @unbrnwsh
    @unbrnwsh 4 ปีที่แล้ว +6

    Nations with sovereign currencies who borrow only in their currencies don't go bankrupt as they can create enough money to pay off debt. Problem of inflation is when there are not enough goods & services to meet the aggregate demand for goods/services. As long as a nation find a way to meet that demand there won't be inflation.

  • @occ773
    @occ773 5 ปีที่แล้ว +4

    Don't like that sound of eating

  • @ndonaghy4376
    @ndonaghy4376 5 ปีที่แล้ว +16

    Great stuff but laughed when he said let’s explain what covenants are then uses words difficult to understand explaining what they are. Lol

  • @itstaimoor
    @itstaimoor 5 ปีที่แล้ว +16

    This would be great if the interviewer spoke less and let the guest spoke more

    • @willywonka8730
      @willywonka8730 5 ปีที่แล้ว

      Don't know who the guy was - but "very tiresome bookworm" comes to mind as he tried to raise his stature by identifying with the guest while at the same time making it obvious that he was clueless for the last 40 years.

    • @nicklynem1247
      @nicklynem1247 4 ปีที่แล้ว +11

      I would like to politely counter this point, I've watch a lot of Howard but this is by far the best I've seen I think because of the interviewer

    • @csanton3946
      @csanton3946 4 ปีที่แล้ว +8

      Ah no, because Milken is as smart as his interviewees and also Milken provides a good intro on every topic he passes. on to the interviewer

  • @Dandadada12
    @Dandadada12 3 ปีที่แล้ว +1

    AMC baby guy it’s different this time 😁