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Taking The Temperature

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Manage episode 370939853 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 discusses five market calls he’s made during his career. He argues that investors seeking to take the temperature of the market should focus on understanding prevailing market psychology and the nature of cycles. Just as importantly, they should learn to control their own emotions and have the humility to know when not to make a call.

The memo is read by LJ Ganser.

You can read the memo here (https://www.oaktreecapital.com/docs/default-source/memos/taking-the-temperature.pdf?sfvrsn=93bb5366_6).

  continue reading

73 episodes

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Taking The Temperature

The Memo by Howard Marks

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Manage episode 370939853 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 discusses five market calls he’s made during his career. He argues that investors seeking to take the temperature of the market should focus on understanding prevailing market psychology and the nature of cycles. Just as importantly, they should learn to control their own emotions and have the humility to know when not to make a call.

The memo is read by LJ Ganser.

You can read the memo here (https://www.oaktreecapital.com/docs/default-source/memos/taking-the-temperature.pdf?sfvrsn=93bb5366_6).

  continue reading

73 episodes

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