A Conversation with Howard Marks: Mastering the Market Cycle

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Published 2019-01-14
Milken Institute chairman, Michael Milken, and co-chairman and co-founder of Oaktree Capital Management, Howard Marks, have a conversation on the ongoing cycles that govern the stock market and reveal how investors can read and profit from these patterns.

milkeninstitute.org

#Stocks #StockMarket #Investing

All Comments (21)
  • @itrebor
    A 90 minute treasure, what an honor to have this recommended to me.
  • @tomoconnor7451
    Marks told like twenty jokes. The crowd got half of them and Milken laughed at two. Great interview.
  • @stevenguyen7479
    Psychology one of the most important aspect when it comes to investing, thank you Howard Marks.
  • @scottab140
    Thank to Michael Milken for the Milken Institute.
  • @231wildy
    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
    I've learned so much here, I'm going to get Howard's books. Thank you Howard for explaining covenants @1:08:05
  • @k.6160
    Great interview. It's a good lesson in history and bonds, which Are not talked about enough. Thank you! 👏👏
  • @231wildy
    At 1:13:00, "if you are not confused, you dont understand what is going on". Simply epic.
  • @csanton3946
    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?
  • @TomRauhe
    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".
  • @jichengjeff
    "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
  • @jimjackson4256
    Please no more interviews in a dinner theatre environment the sound of cutlery clanking on plates is ridiculous
  • @unbrnwsh
    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.
  • @MrsKartier
    that's what Cathie says, lol. "It's different "