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Behind the Memo: Fewer Losers, or More Winners?
Episode 45

Behind the Memo: Fewer Losers, or More Winners?

The Memo by Howard Marks · Oaktree Capital Management

September 20, 202330m 41s

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Show Notes

In the latest episode of Behind the Memo, Howard discusses his recent memo: Fewer Losers, or More Winners?  He details the inspiration for the memo and explains why investors – like tennis players – need to consider their skill level, aspirations, and risk tolerance when asking themselves a fundamental question: Should I go for more winners, or try to avoid the losers?

You can listen to Fewer Losers, or More Winners? in the prior episode or read it here (https://www.oaktreecapital.com/insights/memo/fewer-losers-or-more-winners).