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Sea Change

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Manage episode 349608450 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 writes that the investment world may be experiencing the third major sea change over the last 50 years. Events in recent years – especially the spike in inflation and the Federal Reserve’s response – appear to have caused a reversal of the market conditions that prevailed during the post-GFC (Global Financial Crisis) period and for much of the last four decades. Howard discusses what this potentially new era could mean for lenders, especially bargain hunters.

The memo is read by LJ Ganser.

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

  continue reading

73 episodes

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Sea Change

The Memo by Howard Marks

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Manage episode 349608450 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 writes that the investment world may be experiencing the third major sea change over the last 50 years. Events in recent years – especially the spike in inflation and the Federal Reserve’s response – appear to have caused a reversal of the market conditions that prevailed during the post-GFC (Global Financial Crisis) period and for much of the last four decades. Howard discusses what this potentially new era could mean for lenders, especially bargain hunters.

The memo is read by LJ Ganser.

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

  continue reading

73 episodes

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