The Market Cycle Master

Published on
February 15th, 2019
Duration
50 minutes

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The Market Cycle Master

The Interview ·
Featuring Howard Marks

Published on: February 15th, 2019 • Duration: 50 minutes

Legendary investor Howard Marks, co-founder and co-chairman of Oaktree Capital Management, explains how he invests successfully, fully aware that nothing is a sure bet. In this conversation with Grant Williams, he breaks down how he has navigated market cycles, and outlines the dangers that lie ahead in a world dominated by moral hazard and political polarization. Filmed on January 31, 2019 in Boca Raton, Florida.

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Chapters

  1. 00:00:53
    When to Take A Contrarian Position
  2. 00:05:45
    You Can’t Time The Market It’s Never A Sure Thing
  3. 00:08:48
    Is There Still An Economic Rhythm To Market Cycles?
  4. 00:13:22
    Is Fed Policy Creating Moral Hazard?
  5. 00:17:32
    When Does The Fed Lose Control?
  6. 00:22:08
    The Political Pendulum Is About to Swing The Other Way
  7. 00:32:34
    Are Bipartisan Solutions Even Possible Now?
  8. 00:37:18
    What’s The Most Important Decision An Investor Can Make?
  9. 00:42:07
    Mareket Psychology Has Shifted. But What’s Actually Changed?