How He Raised Billions with Simple Ideas | Howard Marks

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  • เผยแพร่เมื่อ 17 ธ.ค. 2024

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  • @DavidPerellChannel
    @DavidPerellChannel  10 หลายเดือนก่อน +62

    Howard Marks manages ~$190 billion and has penned some of the world's best investment writing.
    Warren Buffett loves his writing too: "When I see memos from Howard in my mail, they're the first thing I open."
    Here are 13 key insights from our conversation:
    1) For Howard Marks, heaven is seven little words: “I never thought of it that way.” Get the reader to say them and you win.
    2) Einstein supposedly said there are four levels of intelligence: bright, brilliant, genius, and simple. Insecure writers try to flaunt their expertise with jargon; secure writers share what they know in surprising yet simple ways.
    3) Something about putting words to paper freezes people up. Hence, Howard Marks tries to write as he speaks. Lesson: Take your written voice closer to your conversational voice. You’ll discover a new freshness and speed in your work.
    4) Most writing rings hollow. No stories or thought-out principles inside. Howard Marks’ challenge to writers: Have experiences, cultivate convictions, and then your writing will come alive like never before. Thoreau said it best: “How vain it is to sit down to write when you have not stood up to live.”
    5) Find your creed. What do you believe in? What do you think will work? What will not work? What are the rules that govern your decisions? People listen intently when you speak from a "principled voice."
    6) Be eclectic in your subject matter and sources. Tackle the same point from different angles to create a richer reading experience. For example, in his memos, Howard Marks has explained investing via the prism of gambling, poker, sports, and more.
    7) Howard Marks’ knack for analogies has made him one of Warren Buffett’s favorite writers. Takeaway: Come up with more surprising comparisons. Make cross-disciplinary connections.
    8) What Howard admires in Buffett’s writing: its accessibility, folksy simplicity, and humor. A great example is Buffett’s description of the 2008 financial crash: “It's only when the tide goes out that we find out who's been swimming naked.”
    9) Writing is anti-BS because the reader can keep re-reading until the hole in your logic becomes clear. You will get away with some BS in conversation, but if you want to discover and fix the holes in your ideas, write them down.
    10) The old sayings don't get to be old sayings for nothing. A heuristic, story or book that has been around for long probably has something valuable to teach you.
    11) The more complex the idea, the simpler your explanation must be. Nietzsche agrees with Howard Marks: “The more abstract the truth you wish to teach, the more you need to seduce the senses to it.”
    12) The world is governed by cyclical forces. Even if history doesn't always repeat, it rhymes. This is why old books will teach you as much about the future as the past.
    13) Writing prompt: Reconcile two things that seem to be at odds or show the hidden fault lines between two things that seem to be compatible. The reader will feel rewarded. She might even say the seven magical words: “I never thought of it that way.”

    • @DanBelsky_Health_Money_Love
      @DanBelsky_Health_Money_Love 9 หลายเดือนก่อน +1

      Love ❤ your video energy and story/entrepreneurial insights, would like to contact you in the near future to see if we could do a collab to profit from this YT entrepreneurship. Thank you. 🙏 Dan Belsky

    • @pauljones7798
      @pauljones7798 9 หลายเดือนก่อน

      Thank you for this video of how Howard Marks manages $190 billion.

    • @calvinwinston4281
      @calvinwinston4281 8 หลายเดือนก่อน

      😂.m

    • @illuminated2438
      @illuminated2438 6 หลายเดือนก่อน

      "She"
      lol Marxist

  • @luxushauseragency
    @luxushauseragency 9 หลายเดือนก่อน +14

    "You can stay young and alive, if you're still growing." great line Howard.

  • @leadgenjay
    @leadgenjay 10 หลายเดือนก่อน +40

    Howard's approach to writing is spot-on; simplicity really is key. For entrepreneurs looking to emulate this, remember that clear writing reflects clear thinking, which is essential in business communication. A good practice is to explain your complex business concepts as if you're talking to a friend who has no background in your industry.

    • @FragranceCraft
      @FragranceCraft 9 หลายเดือนก่อน

      The elevator pitch ...

    • @filmawayvlad
      @filmawayvlad 7 หลายเดือนก่อน

      Love it!

  • @Achievius
    @Achievius 10 หลายเดือนก่อน +21

    SO excited for this one. Huge fan of Howard Marks and How I Write. To see the two together is a dream come true

  • @LeonGenesis
    @LeonGenesis 9 หลายเดือนก่อน +10

    I’ve watch many an interviews by Marks and read both of his books. This is perhaps one of my favorite sit downs.

  • @Alexibawendi
    @Alexibawendi 7 หลายเดือนก่อน +7

    As a newbie that wants to invest, you must have these three things in mind
    1. Have a long term mindset.
    2. Be willing to take risk.
    3. Be careful on money usage, if you're not spending to earn back, then stop spending.
    4. Never claim to know - Ask questions and it's best you work with a financial advisor.

    • @KaterinaEvan159
      @KaterinaEvan159 7 หลายเดือนก่อน

      How
      ..? Am a newbie in crypto investment, please can you guide me through on how you made profit?

    • @Alexibawendi
      @Alexibawendi 7 หลายเดือนก่อน

      Thanks to Mrs Maria Davis.

    • @Alexibawendi
      @Alexibawendi 7 หลายเดือนก่อน

      She's a licensed broker here in the states

    • @KaterinaEvan159
      @KaterinaEvan159 7 หลายเดือนก่อน

      Alright thanks for the recommendation, but how do I reach her?

    • @Alexibawendi
      @Alexibawendi 7 หลายเดือนก่อน

      Sure! She interacts on what's Apk using the digit below 👇

  • @henryterranauta9100
    @henryterranauta9100 3 หลายเดือนก่อน

    🌼🌼Wonderful conversation🌼🌼in which🌼🌼Marks reveals🌼🌼his inspiring background 🌼🌼Thanks🌼 19:18

  • @AlonzoJasso-c4y
    @AlonzoJasso-c4y 3 หลายเดือนก่อน

    I appreciate how you break down complicated ideas.

  • @pratikkodial5428
    @pratikkodial5428 9 หลายเดือนก่อน +3

    Wonderful interview.. it is always a joy to listen to Howard Marks.. thank you for doing this.

  • @themoose7149
    @themoose7149 7 หลายเดือนก่อน +1

    Love the memos and his books. I would recommend anyone to read them. Exceptional writer and thought leader in finance.

  • @sakacocox267
    @sakacocox267 7 หลายเดือนก่อน +1

    He is a great thinker IMO. He ofcourse have the kind of experience in his belt that he able to answers the questions as if he is writing here. Things flows faster from his mind very clearly and vividly.
    Its a gem of the video to watch - about Life, about Investments, about writing, about success!
    I will share this podcast with my wife, not all podcasters are same :)

  • @EcomCarl
    @EcomCarl 7 หลายเดือนก่อน

    Howard approach to making complex financial concepts accessible is truly inspiring! Highlight clarity over complexity not only enhances understanding but also empowers investors to make better decisions. 👍

  • @MelchorMoore
    @MelchorMoore 9 หลายเดือนก่อน +2

    Thanks for doing this interview. I hadn’t heard of Marks before, but now I’m invested in getting one of his books

  • @RamonaCrooks-e7r
    @RamonaCrooks-e7r 2 หลายเดือนก่อน

    I love how simple you make complicated ideas!

  • @Because_Reasons
    @Because_Reasons 8 หลายเดือนก่อน

    I just came across this TH-cam, and by GOD am I so glad I did. This is THE BEST writing, thinking and life advice on the internet. NO JOKE! So effing amazing. Reminds me of PBS with Bill Moyers :)

  • @vontaylorco
    @vontaylorco 10 หลายเดือนก่อน +10

    Omg your guests are freaking mind blowing

    • @vic_and_hugh
      @vic_and_hugh 10 หลายเดือนก่อน +2

      Truth

    • @DavidPerellChannel
      @DavidPerellChannel  10 หลายเดือนก่อน +11

      We have some fun ones coming up too. Interviewing Sam Altman next week.

    • @abdulbahrein6618
      @abdulbahrein6618 9 หลายเดือนก่อน

      @@DavidPerellChannelwhere

    • @Fkashmhd
      @Fkashmhd 9 หลายเดือนก่อน

      ​@@DavidPerellChannelwhen is the video coming?

  • @codebreaker4783
    @codebreaker4783 8 หลายเดือนก่อน

    Great interview! I haven't heard of Howard before, but his wisdom on writing was eye opening

  • @filmawayvlad
    @filmawayvlad 7 หลายเดือนก่อน

    “Opportunities are not equally distributed”. Bravo!

  • @BSamuel1874
    @BSamuel1874 9 หลายเดือนก่อน +2

    19:48 till 20:04 - this is magic.
    From accounting to Japanese.
    Thank you for this gem of a conversation

  • @henryjiang9990
    @henryjiang9990 9 หลายเดือนก่อน +64

    He just basically said, I'll tell you how to do it and you still can't do it.

    • @luisvilla799
      @luisvilla799 9 หลายเดือนก่อน +3

      So basically it’s like running like usain or playing like Messi we will never be that good

    • @antoniosholomko
      @antoniosholomko 9 หลายเดือนก่อน

      😂

    • @LIO-LifeInOrder
      @LIO-LifeInOrder 9 หลายเดือนก่อน +7

      Not can't do it but that most will not take the actions to apply what he taught

    • @FragranceCraft
      @FragranceCraft 9 หลายเดือนก่อน

      In 20 years ...😊

    • @FragranceCraft
      @FragranceCraft 9 หลายเดือนก่อน +2

      ... he might be able to do it [when he has something to say with substance]

  • @tedknudstrup6101
    @tedknudstrup6101 8 หลายเดือนก่อน

    Really really enjoy listening and reading his material. Very similar to other even keeled men, Buffet, munger, Gates. Great common sense and down to earth guys. Such a treat that I now have the opportunity and privilege to hear their wisdom. Thank you

  • @tedabiogorman
    @tedabiogorman 9 หลายเดือนก่อน +2

    I feel like you don't give enough time for your questions to develop and for the speaker to give you a deep answer. At 6:38 he's talking about opportunity and seems interested in continuing to talk about it then you ask a completely different question about investment opprtunity. Keep up the hardwork!

    • @marthajean50
      @marthajean50 9 หลายเดือนก่อน +1

      I agree -- there was a similar point in the discussion elsewhere, and he wasn't allowed to say more than the briefest thing before being derailed with another question. When you get a great guest like this, just let them deliver - they're great for a reason. Good show, just need to hear a bit more from the guest before changing it up.

  • @kjflick
    @kjflick 7 หลายเดือนก่อน

    A huge thank you for the great content. Your videos always inspire and inform. Keep up the amazing work! 👏

  • @dmitrysteshenko2658
    @dmitrysteshenko2658 หลายเดือนก่อน

    Love his comment - the first guy who reached me out after publishing notes was from Russia

  • @kidsonelm3303
    @kidsonelm3303 8 หลายเดือนก่อน

    It’s great to see how he was excited about two different things: first accounting, then writing. Seems like the latter was due to having a great professor.

  • @ravinagarajan989
    @ravinagarajan989 10 หลายเดือนก่อน +1

    Outstanding interview, a must listen for all writers, especially financial writers!

  • @enmarcanete468
    @enmarcanete468 9 หลายเดือนก่อน +2

    Glory to God For this Amazing Conversation Sir David Perell with Sir Howard ❤❤❤❤❤❤❤❤...More God's Blessings and Favor To Of you and your family..😊🙏💕👍

  • @SambhavJain-r9m
    @SambhavJain-r9m 8 หลายเดือนก่อน

    In this interview Howard Marks emphasis on the point that jargons are used to create barrier between professionals and common people. However, if we look at a broader picture jargons can help complex ideas and logics in conversations without explaining them every time. Which not only is an more efficient method but also reduces an score of misinterpretation.

  • @vp0029
    @vp0029 9 หลายเดือนก่อน +3

    howard dresses like an artist - he could easily be on stage playing synths for LCD soundsystem

    • @BM_100
      @BM_100 8 หลายเดือนก่อน

      He has a striking resemblance to Dimitri Shostakovich, a Russian classical music composer.

  • @Hansa7122
    @Hansa7122 7 หลายเดือนก่อน

    I really enjoy his thinking, so generous.

  • @FLASH4516
    @FLASH4516 9 หลายเดือนก่อน +1

    This podcast was digital treasure this man speaks words into gold and diamonds

  • @randy74989
    @randy74989 8 หลายเดือนก่อน +1

    In a word: Legend!

  • @kristofferjannotario2787
    @kristofferjannotario2787 8 หลายเดือนก่อน +1

    Wow! I read both of his books!

  • @vic_and_hugh
    @vic_and_hugh 10 หลายเดือนก่อน +8

    Just saying what's up to all the early folks who have notifications turned on for this genius series

  • @rohanpande5074
    @rohanpande5074 9 หลายเดือนก่อน +1

    Howard Marks is the most underrated investor of our time

  • @realjeffreyjo
    @realjeffreyjo 9 หลายเดือนก่อน +1

    Not much more of luck just have been blessed. I remember in the Bible speaks our works will not go in vain, hard work and working smart if you do it long enough the rewards will come.

    • @OvaisHusain
      @OvaisHusain 9 หลายเดือนก่อน

      Glad that I found this channel.

  • @REVERY85INC
    @REVERY85INC 9 หลายเดือนก่อน +1

    AMAZING TRUTH!
    He knows about lLeft brain vs. Right brain.

  • @NiaArifah-br6cr
    @NiaArifah-br6cr 6 หลายเดือนก่อน +1

    perfect paragraph is when there is no word left you can remove from your paragraph

  • @trevorkeyser9746
    @trevorkeyser9746 9 หลายเดือนก่อน +1

    The best part of managing other people’s money! When you lose! You lose other people’s money! Never your own

    • @intrametaarchi1015
      @intrametaarchi1015 9 หลายเดือนก่อน

      and you might not know who they are, if they exist at all 😂

    • @theredflagisgreen
      @theredflagisgreen 9 หลายเดือนก่อน

      You lose fees and carry when you lose their money.

    • @mcclaink06
      @mcclaink06 7 หลายเดือนก่อน

      That’s a very cynical way of looking at things. Keep doing that you’ll find yourself on the streets no one will fuck with you.

  • @paulwilfridhunt
    @paulwilfridhunt 9 หลายเดือนก่อน +2

    Whilst we don’t want to be preoccupied with luck nevertheless it exists And Solomon himself says so. If we are lucky ok that’s good. Let us rejoice in it. But if we are not blessed with much luck that’s ok too. Accept it. Don’t fight it. Go with it. Be content with your destiny. Great luck isn’t necessarily a guarantee of happiness. A sense of well being is the true objective.
    Ecclesiastes 9:11
    “I returned, and saw under the sun, that the race is not to the swift, nor the battle to the strong, neither yet bread to the wise, nor yet riches to men of understanding, nor yet favour to men of skill; but time and chance happeneth to them all.”
    King James Version (KJV)

  • @iLoveWriting365
    @iLoveWriting365 10 หลายเดือนก่อน +3

    Sooo excited for this!

  • @pobitnik
    @pobitnik 9 หลายเดือนก่อน +1

    Sometimes it feels like I live under the rock for not knowing such great thinkers of out times. Thanks for shining lights on such wise and articulate man like Howard ❤ Probably going to spend next week reading his memos trying to catch up

  • @Premchik
    @Premchik 9 หลายเดือนก่อน

    Oh God! I had just caught a huge fright when he said "Amen" at the beginning! I thought he said "Hey man" ... ))) to this man!!

  • @FxBrawler
    @FxBrawler 9 หลายเดือนก่อน

    You are a great interviewer, David.

  • @aidanleather
    @aidanleather 9 หลายเดือนก่อน +1

    Fantastic interview. Thanks!

  • @jut8146
    @jut8146 8 หลายเดือนก่อน

    Great interview, not least because of the interviewer.

  • @azukaabrahamnduka5242
    @azukaabrahamnduka5242 9 หลายเดือนก่อน

    Incredible prodigious talent

  • @Milly5288
    @Milly5288 9 หลายเดือนก่อน +1

    Great video ❤

  • @mikahundin
    @mikahundin 8 หลายเดือนก่อน

    - Howard Marks is renowned for his ability to distill complicated ideas into simple, clear messages, attracting a significant audience and managing over $190 billion in assets.
    - Marks emphasizes the importance of striving for the highest quality output, focusing on clarity and simplicity to make complex concepts accessible.
    - He believes in the value of writing to convey significant, lasting principles and lessons, rather than focusing on fleeting trends or predictions.
    - Marks' writing process involves gathering diverse sources of inspiration, making connections, and writing when he feels inspired, rather than adhering to a strict schedule.
    - He prioritizes logic, clarity, and accessibility in his writing, aiming to make his memos read like spoken language and to challenge readers to learn something new.

  • @whatdis
    @whatdis 9 หลายเดือนก่อน +1

    Pure gold

  • @bobconstantine2775
    @bobconstantine2775 9 หลายเดือนก่อน

    Where are his memos posted please

  • @cathyjennings5580
    @cathyjennings5580 9 หลายเดือนก่อน

    Interesting information.......
    Thanks 😊 more....

  • @ashokkt01
    @ashokkt01 9 หลายเดือนก่อน +1

    Great wisdom disguised as 'how I write'. Should be transcribed and published

  • @CSilva-nx6go
    @CSilva-nx6go 8 หลายเดือนก่อน

    I'm certainly simple. Now if I could just express that more brilliantly. Haha.

  • @CompoundingwithGuyMatt
    @CompoundingwithGuyMatt 9 หลายเดือนก่อน +1

    I love Howard Marks clarity. Thanks @DavidPerellChannel for interviewing him on a subject that he’s not typically interviewed about! /G

  • @booneguy
    @booneguy 9 หลายเดือนก่อน

    Noted, next books will by Marks'.

  • @troymyers4033
    @troymyers4033 9 หลายเดือนก่อน +1

    Thanks,Sir!

  • @yangnatamarga8224
    @yangnatamarga8224 8 หลายเดือนก่อน

    nice interview, so deep yet still simple

  • @jonathanyoung5276
    @jonathanyoung5276 8 หลายเดือนก่อน

    full of wisdom talking !

  • @EJBuzzella
    @EJBuzzella 8 หลายเดือนก่อน

    Excellent content, although a bit too many ads in the beginning. In the end its worth it.

  • @damonblade3195
    @damonblade3195 9 หลายเดือนก่อน

    I wonder what he thinks of Jack Welsh, the former CEO of General Electric ?

  • @peterkortvel
    @peterkortvel 9 หลายเดือนก่อน

    Didn’t catch where I can subscribe to his Memos. Thanks!

  • @dabig_guy2204
    @dabig_guy2204 9 หลายเดือนก่อน

    Ideas that pay off.

  • @sheikbasha7932
    @sheikbasha7932 9 หลายเดือนก่อน

    If the market crashes, what is your idea... What are your assets values....!!!!! Such a risk how you cover... any idea....

  • @alioraqsa
    @alioraqsa 9 หลายเดือนก่อน +4

    This podcast give me "AHH"!

  • @anderbeau
    @anderbeau 9 หลายเดือนก่อน

    Howard is amazing, the host dude is a doofus 😂

  • @alexanderepifani2657
    @alexanderepifani2657 9 หลายเดือนก่อน

  • @DamonWright-cm8bf
    @DamonWright-cm8bf 9 หลายเดือนก่อน

    Lam Westwood AWA

  • @DirkusTurkess
    @DirkusTurkess 9 หลายเดือนก่อน

    This is the kind of Marksism I can get behind.

  • @mrmawaliya
    @mrmawaliya 6 หลายเดือนก่อน

    Billionaires still counting the risk of writing which can benefit others. But because people won't be able to implement it efficiently, so he can write comfortably for personal benefits more.
    Something is fundamentally wrong.

  • @TalesOfTrillions
    @TalesOfTrillions 7 หลายเดือนก่อน

    Maybe Marks is onto something, but isn't simplifying complex ideas just dumbing down for the masses?

  • @filmawayvlad
    @filmawayvlad 7 หลายเดือนก่อน

    I sure believe in luck, too

  • @raviwelcome19
    @raviwelcome19 9 หลายเดือนก่อน

    Harward marks writes memos with intuition,

  • @AnnaMeredith-e1m
    @AnnaMeredith-e1m 9 หลายเดือนก่อน

    I prefer a genuine, non-performative interview style, with productive dialog.

  • @uhadme
    @uhadme 9 หลายเดือนก่อน

    If you think about the world, there is nothing in your control at all.
    Go save a fly, hero.
    Did this reject stroke his ego for 1 hour or what?
    Hilarious realm

  • @nicolenunes3739
    @nicolenunes3739 9 หลายเดือนก่อน

    You people just never give up...

  • @CSilva-nx6go
    @CSilva-nx6go 8 หลายเดือนก่อน

    Check your email oak tree.

  • @meenusharma4961
    @meenusharma4961 9 หลายเดือนก่อน

    Mari keemat or Hindustan ki keemat nahi lga sakte maney

  • @MelissaTorres-m6l
    @MelissaTorres-m6l 9 หลายเดือนก่อน +1

    I’ve watch many an interviews by Marks and read both of his books. This is perhaps one of my favorite sit downs.