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Video Segments:
0:00 Introduction
0:30 What lead you into fiance and what lead you to create Oaktree?
3:06 Deciding to start Oaktree?
4:08 Memos?
6:21 Why do cycles exist?
13:33 The limits of negativism?
18:50 Catalyst of inflection points in a cycle?
21:20 Does unorthodox central banks policy change the length of the cycle?
24:35 Does more data make it easier or harder to tell where we are in a cycle?
26:38 Concerned about liquidity of ETFs?
31:07 Why have traditional value managers have struggled for so long?
32:46 Getting lucky?
35:16 What’s next for Howard Marks?
36:44 Start of Q&A
36:50 Shift in Oaktree strategy?
38:28 How much will the algorithms wear away at psychological factors of the market?
41:18 Advice to a new fund manager?
Howard Marks Books ??? (affiliate link)
The Most Important Thing:http://bit.ly/MostImportantThingHM
Mastering The Market Cycle: http://bit.ly/MasteringTheMarketCycle
Howard Marks Favourite Books?
Winning the Loser’s Game:http://bit.ly/WinningTheLosersGame
A Short History of Financial Euphoria:http://bit.ly/FinancialEuphoria
Fooled by Randomness:http://bit.ly/FooledByRandomnessHM
Interview Date: 30th January, 2019
Event: Context Summits
Original Image Source:http://bit.ly/HMarksPic17
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