Historic Sea Change - Howard Marks

Описание: Howard Marks is an American investor, author, and the co-founder of Oaktree Capital Management. He is known for his book "The Most Important Thing: Uncommon Sense for the Thoughtful Investor," in which he shares his insights on investing and risk management.

"The Memo" is a quarterly newsletter written by Howard Marks, a well-known investor and founder of Oaktree Capital Management. In the newsletter, Marks shares his thoughts and insights on the current investment climate and market conditions, as well as his philosophy on investing and risk management. The newsletter is widely read and respected in the investment community for its thoughtful and insightful analysis.

In the latest episode of Behind the Memo, Howard discusses his most recent memo, Sea Change. He explains why the shift we may currently be experiencing could force investors to rethink the meaning of “normal.”

Content:
00:00:00 Introduction
00:00:46 Recession, inflation, rates
00:01:56 The period of zero interest is over
00:02:43 Its hard to stop high inflation
00:03:55 Investments in the "old world"
00:05:09 Climate of bankruptcies and defaults

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