53:29

EssentialThe Essential Conversation

To Catch a Falling Knife

Featuring Howard Marks and Raoul Pal

May 15, 2020 • 53 minutes

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Essential

The Essential Conversation

To Catch a Falling Knife

Howard Marks shares with Raoul Pal his investing framework. They explore how late we are in the credit cycle & look at future risks and opportunities.

Featuring Howard Marks and Raoul Pal

May 15, 2020 • 53 minutes

Howard Marks of Oaktree Capital Management shares with Real Vision co-founder and CEO Raoul Pal his investing framework. He and Raoul explore just how late we are in the credit cycle and look at risks and opportunities that lie ahead. Marks discusses the principles that made him one of the world's greatest investors – discipline, contrarianism, and selectivity – and reflects how these principles serve as guiding stars during this time of unprecedented uncertainty. Marks' specialty is putting capital to work when others have lost their nerve – or, as he describes it, "to catch falling knives" – and he shares with Raoul how he plans on identifying and selecting value at a time when the Fed’s recent actions have clouded the investment landscape by artificially distorting security prices. Filmed on May 12, 2020. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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