Howard Marks: Recession, Markets and ETFs (2018)
A interview with billionaire debt investor and founder of Oaktree Capital Management, Howard Marks. In this interview, Howard discusses where we are in the market and they likelihood of a recession coming. Howard also talks about ETFs, FAANG stocks and President Donald Trump. 📚 Books by Howard Marks and his favourite books are located at the bottom of the description❗
Other great Value Investor videos:⬇
Joel Greenblatt: Value Investing for Small Investors:http://bit.ly/JGreenblattVid
Seth Klarman on Value Investing, Investment Strategies and Advice for Success:http://bit.ly/SKVid
Billionaire Prem Watsa: Value Investing Philosophy and Strategy: http://bit.ly/PWVid1
0:21 What do you see in the market?
1:34 What does Buffett see that you don’t?
3:30 The easy money has been made?
5:10 Are we being held back by other factors?
6:23 Goldilocks environment?
7:57 What cracks the bull market?
9:01 Did you think today would be so good?
10:53 Why are rates so low?
12:07 Trump and the markets?
17:30 Bubble in passive investing?
19:40 FAANG dominance is the biggest danger?
20:41 How are you trying to deliver alpha?
23:40 High yield?
24:25 Stock market higher or lower at the end of the year?
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: 18th July, 2018
Event: Delivering Alpha
Original Image Source:http://bit.ly/HMarksPic13
Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place.
For more check out the channel.
Remember to subscribe, share, comment and like!