TIP378: Move Forward with Caution w/ Howard Marks
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 12 September 2021
⏱️ 58 minutes
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| 0:00.0 | You're listening to TI-P. |
| 0:02.6 | On today's episode, we have an extremely special guest, |
| 0:05.4 | and that is billionaire and investing legend Howard Marx. |
| 0:09.2 | Howard really needs no introduction, but I just have to say that if you have not read Howard's memos, |
| 0:14.2 | you are missing a critical piece of your investing education. |
| 0:17.6 | Howard has also written some of my favorite books, including mastering the market cycle, |
| 0:21.4 | and the most important thing. |
| 0:23.0 | And speaking of cycles, we discussed them in depth in this episode, |
| 0:26.0 | along with how much investors should really focus on macro, |
| 0:29.2 | spoiler alert, very little, how to balance risk without the temptation to time the market, |
| 0:33.8 | Howard's thoughts on Bitcoin, bonds, and interest rates, |
| 0:36.9 | evergreen wisdom around price and value, |
| 0:39.4 | and be sure to stick around for the last question where Howard provides a portfolio he would leave |
| 0:43.5 | to his grandchildren. |
| 0:44.8 | There is so much wisdom in this episode, |
| 0:47.0 | I know you're going to enjoy it as much as I did, |
| 0:48.8 | so without further ado, here's my discussion with Howard Marx. |
| 0:52.3 | You are listening to the Investors Podcast, |
| 0:59.1 | where we study the financial markets and read the books that influence self-made billionaires the most. |
| 1:04.4 | We keep you informed and prepared for the unexpected. |
| 1:16.7 | Welcome to the Investors Podcast, I'm your host, |
| 1:19.1 | Trey Lockerby, and Man O'Man, am I so excited to have with me today, |
... |
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