Why You Shouldn´t Care Much About Macro When Investing | Howard Marks |
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Value Investing Book Recommendations
The Most Important Thing: amzn.to/3yLF4ng
Stocks That Return 100-to-1 and How to Find Them: amzn.to/3JoIPUm
The Big Secret for the Small Investor amzn.to/3ZN9IIK
100 to 1 in the Stock Market: amzn.to/3Lp1Hp9
The Psychology of Money: amzn.to/3mVbyJ7
How the World's Greatest Investors Win in Markets and Life: amzn.to/402w20O
The Little Book That Still Beats the Market: amzn.to/3ZOTgYs
Howard Marks, the chairman and cofounder of Oaktree Capital Management, is renowned for his insightful assessments of market opportunity and risk. After four decades spent ascending to the top of the investment management profession, he is today sought out by the world's leading value investors, and his client memos brim with insightful commentary and a time-tested, fundamental philosophy.
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Пікірлер: 7
"I'd rather have a lumpy 15 that a smooth 12" That's what she said!!!
if he's talking honestly he'd say that 90% of wealth managers dont beat markets and the whole profession and its suits are worthless compared to low fee ETFs that outperform them all over 10 years
Peter Lynch would agree to this as well. Don't invest based on maco enviroment.
This is the same man who wrote the book, ‘mastering the market cycle’. WTF
@Nemi51500515
11 ай бұрын
Have you read the book? Don’t answer, I already know you haven’t
@theWebWizrd
11 ай бұрын
In this interview and typically when talking about the unknowable nature of macro, Howard Marks talks about rates and inflation. He might say that a normal marked cycle isn't macro as much as a cycle of psychology in investors. The economic macro encironment is quite different than the prevailing psychology. Moreover, what Howard Marks says all the time is that we can't predict the future. We can know today's macro environment and we can act on it, but we can't (in his view) know how it'll be in the future and can't act on that. Same in a way with the cycle - we don't know when it'll turn, we can just figure out where we are now.
@greatrunner7665
11 ай бұрын
Try to read the book 😂