Howard Marks - Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Management
Publicado 2024-06-11
How can you judge the quality of a decision? Howard Marks is the co-founder of Oaktree Capital and one of the world's most respected investors. In this episode he tells us about how he got started in finance, his investment philosophy, his thoughts on risk management and much more. Tune in for an insightful conversation with one of the greatest minds in the world of finance.
In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every Wednesday morning European time.
The podcast In Good Company is part of Norges Bank Investment Management , a podcast about our investments. We are transparent about how the fund is invested. In this podcast, you to get a deeper insight into the companies the fund is invested in.
Our CEO, Nicolai Tangen, has in-depth interviews with the leaders of some of the largest companies in the world. You will get insight into their leadership principles, the company’s strategy and how they are dealing with a large investor like us. You will also learn more about our role as an owner of the companies.
You can read more about the podcast on www.nbim.no/en/publications/podcast/
Todos los comentarios (21)
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“When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something.”
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It's unbelievable that this is free. What a blessing.
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This is a really insightful conversation about investing and markets. Howard Marks deeply understands the market.
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Even though Mr. Marks primarily deals with the credit markets, value equity investors can still learn a lot from him. I've always seen him as a modern-day philosopher. Also, you asked many questions that have not been asked of him before. Great interview, like all of your other ones.
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Rarely leave comments but this interviewer really knows what to ask, how to ask and a lot of insights are solicited. Thanks!
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Greatly appreciate all the effort you put into running Norges and doing these interviews.
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Never heard anyone else with such a clarity of thought. Mark Howards is a deep thinker.
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Phenomenal interview with lots of wisdom shared. Thank you Nikolai and Howard for sharing this with us
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I feel I always learn something when I listen/read something from Howard Marks. Inspiring!
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Howard is incredible intelligent and wise, it's that that's made him so rich
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Excellent interview ⭐⭐⭐⭐⭐
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Great questions
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Take aways: - Investment Principles: Risk Control, Consistency, Market Efficiency, Specialization, No Macro Prediction, No Market Timing - Annie Duke, “Thinking in Bets” - Risk Control, is not risk avoidance, risk avoidance equals to return avoidance, but risk is not also equal to return guarantee. The key of risk control, is risk awareness, able to analyze and take an unbalanced return-risk bet on it - Most of time market is not predictable, thus no market timing, but on the other side, when market is at extreme, it’s fairly predictable, but it’s very very rare. 5 times only in the 50 previous years. After the financial crisis, they buy large assets in the consecutive 13 weeks after the bankruptcy of Lehman Brothers. Most of the time, shall follow a bottom up fashion
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Things that would be difficult individually become easier when you have somebody you respect who supports you - Howard Marks
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Wow I just discovered Howard Marks in detail today and I am blown away.
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Thank you for this channel and the interviews, from Thailand!
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one of the best so far , conversations
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Timeless wisdom from Mr. Marks
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the only one without interrogation feeling ;) asking P911 CEO about China sales- hilarious!
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You know you have to watch it once you see the name!
