Episode 36
The Rewind: Calling The Market
The Memo by Howard Marks · Oaktree Capital Management
March 7, 202339m 56s
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Show Notes
Howard looks back on several memos he’s written near major turning points in the market over the last few decades, from the bursting of the dot-com bubble to the pandemic-driven crisis in early 2020. He considers what an investor should – and shouldn’t – focus on when making a market call.