Episode 1
Coming Into Focus
The Memo by Howard Marks · Oaktree Capital Management
October 19, 20201h 0m
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Show Notes
In his latest memo, Howard Marks discusses the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy actions on today’s markets; and the possible ramifications of the Fed/Treasury’s rescue efforts. (October 13, 2020)
The memo is read by LJ Ganser.
Topics
Mastering The Market Cycle2020 marketsstimulusOAKTREEHoward Marksstock marketfinanceinvesting