A Conversation with Howard Marks: Mastering the Market Cycle

Milken Institute chairman, Michael Milken, and co-chairman and co-founder of Oaktree Capital Management, Howard Marks, have a conversation on the ongoing cycles that govern the stock market and reveal how investors can read and profit from these patterns.
milkeninstitute.org
#Stocks #StockMarket #Investing

[@itrebor]

A 90 minute treasure, what an honor to have this recommended to me.

[@Texas80]

I've learned so much here, I'm going to get Howard's books. Thank you Howard for explaining covenants @1:08:05

[@stevenguyen7479]

Psychology one of the most important aspect when it comes to investing, thank you Howard Marks.

[@scottab140]

Thank to Michael Milken for the Milken Institute.

[@tomoconnor7451]

Marks told like twenty jokes. The crowd got half of them and Milken laughed at two. Great interview.

[@231wildy]

Always awed by Howard's views and talks. And, Howard's books are a must read. On top of that, these should be made into compulsory textbooks for finance and investments.

[@231wildy]

At 1:13:00, "if you are not confused, you dont understand what is going on". Simply epic.

[@k.6160]

Great interview. It's a good lesson in history and bonds, which Are not talked about enough. Thank you! 👏👏

[@vincentmaldon7707]

Excellent discussion. Thank you for this.

[@csanton3946]

Does anybody notice how good of a story or intro on every topic Milken provides before he pass on again the mike to his interviewee?

[@Nicolas-uu3jr]

"Mr. Anderson 😎"

[@TomRauhe]

Wow. He really killed everything in the last few minutes. Free education and health care has costs. Really. Wonder how all the rest of the 1st world handles all the costs while being much much less in debt. And how educated people will eventually wind up with the idea that capitalism is still a great idea for them and everyone around them is beyond me. Except when, as he describes, "education" means "studying (current) economics".

[@surajitghosh1619]

Exceptional stuff

[@campeador94]

Sir are you a professor at IIT Bombay?

[@TazooMarketingLondon]

Great insights here

[@jichengjeff]

"its not passive investment is so good its active management is so bad". if this is true which I have no intellectual power to judge, this phenomenon presents tremendous opportunity

[@MrAndrewChung]

what is John Malkovich doing?

[@bleacherz7503]

Milken is one smart dude

[@unbrnwsh]

Nations with sovereign currencies who borrow only in their currencies don't go bankrupt as they can create enough money to pay off debt. Problem of inflation is when there are not enough goods & services to meet the aggregate demand for goods/services. As long as a nation find a way to meet that demand there won't be inflation.

[@MrsKartier]

that's what Cathie says, lol. "It's different "

[@jimjackson4256]

Please no more interviews in a dinner theatre environment the sound of cutlery clanking on plates is ridiculous

[@ndonaghy4376]

Great stuff but laughed when he said let’s explain what covenants are then uses words difficult to understand explaining what they are. Lol

[@occ773]

Don't like that sound of eating

[@itstaimoor]

This would be great if the interviewer spoke less and let the guest spoke more

[@willywonka8730]

Don't know who the guy was - but "very tiresome bookworm" comes to mind as he tried to raise his stature by identifying with the guest while at the same time making it obvious that he was clueless for the last 40 years.

[@nicklynem1247]

I would like to politely counter this point, I've watch a lot of Howard but this is by far the best I've seen I think because of the interviewer

[@csanton3946]

Ah no, because Milken is as smart as his interviewees and also Milken provides a good intro on every topic he passes. on to the interviewer

[@Dandadada12]

AMC baby guy it’s different this time 😁