Billionaire Howard Marks: Investing, Bonds And Risk

Billionaire Howard Marks: Investing, Bonds And Risk
Image source: Bloomberg Video Screenshot

An interview with billionaire investor and Co-founder of Oaktree Capital, Howard Marks. In this interview Howard discusses topics from his book, The Most Important Thing. Topics range from his investment strategy to how Howard views risk and bonds.

Get The Timeless Reading eBook in PDF

Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues.

Billionaire Howard Marks: Investing, Bonds And Risk

Video Segments:

This Top Value Hedge Fund Is Killing It This Year So Far

Stone House Capital PartnersStone House Capital Partners returned 4.1% for September, bringing its year-to-date return to 72% net. The S&P 500 is up 14.3% for the first nine months of the year. Q3 2021 hedge fund letters, conferences and more Stone House follows a value-based, long-long term and concentrated investment approach focusing on companies rather than the market Read More

0:00 Introduction

0:55 - Failing to learn the lessons of history

6:15 - Black Monday 1987

9:09 - The Tech bubble/ High yield bond

15:37 - Financial crisis 2007/8

20:36 - Risk

25:25 - Knowing what you don’t know

33:50 - Having a sense for where we stand

36:55 - Luck

46:35 - Building Oaktree capital

49:34 - What qualities do you look for in people

52:35 - Succession

Updated on

No posts to display