An lecture from billionaire debt investor and founder of Oaktree Capital Management, Howard Marks.
In this lecture, Howard discusses four themes that have shaped his investment philosophy. Howard also talks about how regular investors can invest in bonds and his early career.? Books by Howard Marks and his favourite books are located at the bottom of the description❗
Video Segments:
0:00 Introduction
2:59 The most important thing book
5:41 I have not always wanted to be a investor
7:38 Having your own philosophy
8:11 Creating my investment philosophy
8:47 Fooled by randomness
16:58 John Kenneth Galbraith
23:10 The loser’s game
27:58 Meeting Michael Milken
37:45 Pulling it together
43:30 Three greatest adages
45:30 Q&A
45:42 Wise investors shoot for the winners?
47:15 How do you invest if you do not forecast?
49:45 Do index funds protect amateur investors?
52:05 Do you think the average investor is doing anything different from before?
54:06 How do you estimate the gap for price and value to close?
55:53 Do you always look for a catalyst?
56:23 Raising money in the early days?
1:00:16 Are there inefficiencies in the debt world small guys can find?
1:03:51 Unhealthy valuations?
Howard Marks Books ??? (affiliate link)
The Most Important Thing:http://bit.ly/MostImportantThingHM
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: 15th March, 2015
Event: Google Talks
Original Image Source: http://bit.ly/HMarksPic4
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