
Correction coming?, oil’s well at Chevron, and China in a class of its own?
Legendary investor Howard Marks of Oaktree Capital joins us with his take on the economy, markets and inflation. Does we agree with Scott Minerd’s bold call that a big market correction is coming? We’ll ask him that, too. Plus, Chevron is having a stellar year as the energy sector outperforms. We’ll speak exclusively with its CEO about earnings, ESG and more. And, should China be considered a separate asset class from the rest of the world? We’ll look at what’s at stake as regulators crack down.
July 30, 202143m 57s
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Legendary investor Howard Marks of Oaktree Capital joins us with his take on the economy, markets and inflation.
Does we agree with Scott Minerd’s bold call that a big market correction is coming? We’ll ask him that, too.
Plus, Chevron is having a stellar year as the energy sector outperforms. We’ll speak exclusively with its CEO about earnings, ESG and more.
And, should China be considered a separate asset class from the rest of the world? We’ll look at what’s at stake as regulators crack down.
Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.