Money and Finance
- Howard Marks Comments...
Some comments from Howard Marks during Oaktree Capital Group's call yesterday: Howard S. Marks As you know, 2015 was generally challenging for the credit markets. The carnage in commodities, coupled with macroeconomic concerns about possible slowing...
- Howard Marks Comments...
Comments by Howard Marks from the Goldman Sachs U.S. Financial Services Conference today (via a transcript, so they may not be perfectly exact): ...as we were sitting here waiting to start, that I was animated when he spoke to me yesterday, and really,...
- Howard Marks On Bloomberg
Link to video: Howard Marks on Risk Assessment, Market Strategy Sept. 5 (Bloomberg) -- Howard Marks, chairman of Oaktree Capital Group LLC, talks about assessing market risk, volatility and sentiment. Marks speaks with Stephanie Ruhle and Erik Schatzker...
- Guy Spier On Finding The Right Environment
Though I already had the Kindle format of The Education of a Value Investor on pre-order (it comes out next week), the publisher was also kind enough to send me a review copy. I'm just getting into it but it appears to be a very honest telling of...
- Howard Marks On Bloomberg (video)
...
Money and Finance
Howard Marks' comments at the Barclays Global Financial Services
Via ValueWalk:
And one of the most important jobs that I perform at Oaktree Capital Group LLC (NYSE:OAK) is to figure out the micro environment and the setting in which we all perform. We don’t consider ourselves market timers. We don’t raise in lower cash and our clients don’t expect us to do that, not doing so has always been an important part of our investment philosophy. But on the other hand, we think it’s very, very important to have a handle on the macro environment and to determine how aggressive or defensive to be and how much money to raise. I always say that – people ask me, what scares me, that’s the second question after what happens after you go under the buzz. And I will say, well, there are two things that scares me; one is raising too much money and the other is raising too little money. And it’s very hard to get that exactly right, but certainly to do that, we have to have a handle on the environment.
- Howard Marks Comments...
Some comments from Howard Marks during Oaktree Capital Group's call yesterday: Howard S. Marks As you know, 2015 was generally challenging for the credit markets. The carnage in commodities, coupled with macroeconomic concerns about possible slowing...
- Howard Marks Comments...
Comments by Howard Marks from the Goldman Sachs U.S. Financial Services Conference today (via a transcript, so they may not be perfectly exact): ...as we were sitting here waiting to start, that I was animated when he spoke to me yesterday, and really,...
- Howard Marks On Bloomberg
Link to video: Howard Marks on Risk Assessment, Market Strategy Sept. 5 (Bloomberg) -- Howard Marks, chairman of Oaktree Capital Group LLC, talks about assessing market risk, volatility and sentiment. Marks speaks with Stephanie Ruhle and Erik Schatzker...
- Guy Spier On Finding The Right Environment
Though I already had the Kindle format of The Education of a Value Investor on pre-order (it comes out next week), the publisher was also kind enough to send me a review copy. I'm just getting into it but it appears to be a very honest telling of...
- Howard Marks On Bloomberg (video)
...