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Easy Money

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Manage episode 394311540 series 2809044
Content provided by Oaktree Capital Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oaktree Capital Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In his latest memo, Howard Marks considers what financial history can teach us about periods of easy money, the impact they have on investor behavior, and what happens when they end. He analyzes macroeconomic trends using insights from Edward Chancellor’s latest book The Price of Time: The Real Story of Interest to argue that we’re unlikely to soon see the return of the permissive investment climate that prevailed in recent decades.

The memo is read by LJ Ganser.

You can read the memo here (https://www.oaktreecapital.com/insights/memo/easy-money).

  continue reading

73 episodes

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Easy Money

The Memo by Howard Marks

203 subscribers

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Manage episode 394311540 series 2809044
Content provided by Oaktree Capital Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oaktree Capital Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In his latest memo, Howard Marks considers what financial history can teach us about periods of easy money, the impact they have on investor behavior, and what happens when they end. He analyzes macroeconomic trends using insights from Edward Chancellor’s latest book The Price of Time: The Real Story of Interest to argue that we’re unlikely to soon see the return of the permissive investment climate that prevailed in recent decades.

The memo is read by LJ Ganser.

You can read the memo here (https://www.oaktreecapital.com/insights/memo/easy-money).

  continue reading

73 episodes

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