Distinguished Speaker Series with Howard Marks, ’69

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  • Опубліковано 21 вер 2024
  • Howard Marks, '69, co-chairman and cofounder of Oaktree Capital Management, spoke with Dean Rajan on January 26, 2023.

КОМЕНТАРІ • 33

  • @BradKaellner
    @BradKaellner Рік тому +24

    Howard is the epitome of compounded wisdom over decades... so many gems in this talk!

    • @jimjackson4256
      @jimjackson4256 Рік тому +2

      It is refreshing to hear a second level thinker and not some mindless politico yammering about trans people or equality or the enviornment.

  • @valanmarks6125
    @valanmarks6125 6 місяців тому +1

    Whenever I watch Howard in youtube, I learn something new. Amazing speech as always. Thank for the channel.

  • @nmilli7796
    @nmilli7796 Рік тому +10

    I always enjoy listening to and reading anything Howard Marks puts out. Buffett puts it best, "I always learn something."

    • @aljumaili
      @aljumaili Рік тому +1

      Same here. Howard Marks books, memos and interviews are so rich and full of great insights!

  • @dirkdarwin2571
    @dirkdarwin2571 Рік тому +1

    This guy has taught me so much about the ins and outs of risk management. The more I watch and read from him, the more I learn. Love his sense of wit too

  • @brighter87
    @brighter87 Рік тому +2

    So impressive as always. Listening and reading what he's said, It still suprises me how objective he is in gauging market sentiment. Good interview.

  • @JessicaQChen-lv5uk
    @JessicaQChen-lv5uk Рік тому

    Thank you for sharing such a wonderful interview!

  • @nivagnoswal
    @nivagnoswal Рік тому

    Good interview as it covers the timeline of Mr Mark's career and how he learned from his experience as time went on...His books are required reading for serious investers...

  • @supersonicej
    @supersonicej Рік тому

    Thank you!

  • @1FighterX
    @1FighterX Рік тому +1

    Money center banks => modern alt & traditional managers.
    1969 - post-graduate, Citi equity research
    1978 - conv bonds and hy
    1988 - distressed debt fund w/ Bruce Karsh.
    1991 - 45% IRR despite recession, LBO bubble crash.
    1995 - started Oaktree. Dispute w/ TCW on carry split.
    Early 2000s, unsatisfactory stock performance, int rates slashed and bonds yield low => on-slash of funds towards ALT managers

  • @tokyorome
    @tokyorome Рік тому +2

    Crazy that there's only 4.5k views on this.

  • @BradKaellner
    @BradKaellner Рік тому +4

    Holding the Nifty 50 from 1969 until today wouldn't have worked out very well, but if you bought in 1970 after Walmart IPO you would have outperformed the market by nearly 4x just because of Walmart

  • @aljumaili
    @aljumaili Рік тому +5

    Mandatory first 10 mins of each Howard Marks interview. Studied Wharton, junk bonds, nifty fifty, and so on. Next time someone interviews Howard just skip that please 😅

    • @kamauthiongo7710
      @kamauthiongo7710 Рік тому

      Lol... you're spot on. I just like how HM has deliberately defined, refined and redefined his investment philosophy over time. Such a patterned professional.

  • @wndvivrider
    @wndvivrider Рік тому

    thanks for sharing this great interview! is there a text note for this one? thx

  • @markfu8182
    @markfu8182 Рік тому

  • @tomcalderaro7164
    @tomcalderaro7164 Рік тому

    Small innocent error @59:15. LTCM was formed in 1994 not 1977. The firm lasted about four years before implosion. I am sure HM just slipped for moment. No biggie.

  • @pranavgupta1416
    @pranavgupta1416 Рік тому +1

    Last question was very ensightful

  • @drumgold23
    @drumgold23 Рік тому

    Mr Nice ✌️

  • @ArslanOtcular
    @ArslanOtcular 17 днів тому

    Gonzalez Donna Williams Melissa Perez Nancy

  • @Mark-vj9qo
    @Mark-vj9qo Рік тому +3

    Excellent interview, except for several missteps on the part of Howard Marks at the following:
    1) At 2:12 - sanctimoniously corrects interviewer that he attended “Wharton” , not “Penn”.
    2) At the end, Howard Marks makes a disgusting joke referencing common dog behavior that cannot be repeated in this forum.

    • @alexandrem2109
      @alexandrem2109 Рік тому +2

      While i liked the overall interview, i couldnt stand ''mhmm'' sounds from the interviewer

    • @DeeptiAleti
      @DeeptiAleti Рік тому

      @@alexandrem2109 Same here why was the interviewer laughing so much! What Howard is saying is pretty serious

  • @georgediaz9925
    @georgediaz9925 Рік тому

    The general population does not listen to an interview like this, therefore everyone on here watching this will be extremely successful.

  • @charlesedward4290
    @charlesedward4290 Рік тому

    I would like to know if Howard owns any Brookfield shares. I bet not.

  • @bigfan1069
    @bigfan1069 Рік тому

    Why are they always asking about cycles? Suppose you learned to turned lead into gold, would you tell anyone? would you answer the question on UA-cam?

  • @shaikrahamatulla6393
    @shaikrahamatulla6393 Рік тому

    HOW MANY INDIANS R THERE LIKE.

  • @Andr3Wild3
    @Andr3Wild3 Рік тому

    Go0d H12: Kind thanks, yes HM definitely--Classy. Krgds, &AA*.###