IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:14 – Has The Marco Landscape Became Distinct And Unique
00:03:48 – Is This Time Truly Different When It Comes To Market Cycles
00:09:12 – How To Balance Risk Without The Temptation To Time The Market
00:12:06 – Missing The Decline
00:13:12 – Is Howard Marks Seeing Similar Bubble Territory of 2006 In The Recent Market
00:19:51 – Oaktree Motto: Move Forward But With Caution
00:20:52 – 3 Ways To Increase Caution In Investing
00:25:39 – Becoming A More Defensive Investor As You Age And Thoughts About Bonds Today
00:28:55 – Howard Marks Thoughts About Bitcoin Today
00:33:40 – Cost Of Capital
00:45:31 – Howard Marks Evergreen Wisdom About Price And Value
00:52:20 – Does Howard Marks See The Market Weighted S&P500 As A Potential Risk To Retail Investors
00:57:37 – How Does The FED’s Recent Involvement On Corporate Debt Affect Oaktree’s Investment Playbook
01:01:13- Howard Marks Portfolio He Would Leave His Grandchildren
?? Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://link.chtbl.com/WSB378
?? Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/move-forward-wit…n-w-howard-marks/
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
LISTEN ? TO OTHER SHOWS FROM OUR NETWORK:
? If you’re interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8wOLjjwNCM5B1qFdrtTdTZ
?Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F9dDPFYGAHRbrWoToCe2uoU
? Learn the ins and outs of real estate investing with our Real Estate 101 podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F8Yw_8xO2nk-RD7fhb3yktn
?Get introduced to the world of investing with our Millennial Investing podcast show: https://youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
FOLLOW US ON SOCIAL MEDIA?:
? Facebook: https://www.facebook.com/groups/theinvestorspodcast
? Linkedin: https://www.linkedin.com/company/the-investor’s-podcast
?Twitter: https://twitter.com/tip_network?lang=en
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
Download Stig & Preston’s 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/
Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/your-questions/
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ?
DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.