IFB288: Diving Deep in Howard Mark’s Memos of 2022

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather

Investing, Business

4.1 • 1.5K Ratings

🗓️ 26 June 2023

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

Welcome to the Investing for Beginners podcast! Today's episode will be all about memos! And its from an investor we all admire and glean wisdom from. Howard Marks' memos are timeless pieces of investing advice that can range from when to sell into macro forecasting. Listen on as we talk our fave memos and discuss the insights we learned from it! Timestamps of the episode: -Who Howard Marks is and why you should listen and read his memos. [02:05] -Selling a position is much harder than buying or starting one. Andrew and Dave shares their thoughts. [03:38] -Strategies to deal with your emotions in investing. [11:10] -Examples of metrics to help gauge a business's performance. [12:23] -The different stock market cycles, its ebb and flow. [16:37] -How narratives can change fast and easily- "This time is different" [21:48] -Macro forecasting and weather forecast are one and the same. [25:50] -Closing thoughts on why to read more of Howard Mark's memos. [34:05] Note: Timestamps may differ and are approximate, depending on your podcast player. Howard Marks' memos- https://www.oaktreecapital.com/insights/memos For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com SUBSCRIBE TO THE SHOW Apple | Spotify | Google | Stitcher | Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This is a Glassbox Media Podcast.
0:08.5	Love this podcast because it crushes your dreams and getting rich quick.
0:11.5	They actually got me into reading stats for anything.
0:14.0	You're tuned in to the Investing for Beginners Podcast.
0:18.0	Led by Andrew Saver and Dave Ahern.
0:21.0	Step by step premium investing guidance for beginners.
0:25.0	Your path to financial freedom starts now.
0:29.0	All right, folks, welcome to Investing for Beginners Podcast.
0:34.0	Today we have episode 288.
0:36.0	Today we are going to discuss Howard Marks memos from 2022.
0:40.0	Andrew recently wrote a great blog post covering these memos.
0:45.0	And we thought this would be kind of a fun conversation to talk with each other about this.
0:50.0	These ideas and share our thoughts with you guys.
0:53.0	So I guess with that, why don't we go ahead and just kind of dive in?
0:56.0	And maybe you could give a brief synopsis of who Howard is and why we care what he says.
1:02.0	Perfect. Howard Marks, one of the great all-time investors in my book.
1:08.0	He writes these memos.
1:10.0	I'm going to give you a brief synopsis of who Howard is and why we care what he says.
1:16.0	Perfect.
1:18.0	He writes these memos kind of disparatically whenever inspiration comes of mind.
1:23.0	He writes up these memos to his clients at Oak Tree.
1:30.0	And guys like Warren Buffett read his memos.
	...

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