Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu
Brookfield Perspectives · Meredith Feiner
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Show Notes
On this special episode of Brookfield Perspectives, we step back from transactions and trends to examine a more fundamental question: Where are we in the market cycle and how could that shape the way we invest?
Howard Marks, Co-Chair of Oaktree Capital Management and Chair of Brookfield's Investment Solutions Group, joins Alper Daglioglu, Head of Brookfield’s Investment Solutions Group, for a thoughtful conversation about investor psychology, risk positioning and the balance between offense and defense.
Read disclaimers (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.