Easy Money

In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its present state. He focuses on the rise of direct lending following the Global Financial Crisis, identifying the reasons for its fast growth bu ...  Show more

In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature of mispricings, and the importance of leadership. 

If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment Officer at WisdomTree and co-host of the “Behind the Markets” podcast. He’s also co-author of the latest edition of the best-selli ...  Show more

Throughout history, investing has been a lot more “Art” than “Science.” But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. In this episode, Barry Ritholtz speaks to Jim O'Shaughnessy, former chairman and founder of O'Shaughnessy ...  Show more

In this episode of the Millionaire Mindcast, Jake Schurmeier of Harbor Capital Advisors shares his perspective working on how Fed and Treasury work together and affects the economy, the things he learned working in Fed, recession predictions, dollar currency issue, a ...

Rusty Vanneman, chief investment officer at Orion, says that while the economy has done better than experts forecasts and predictions of a soft- or no-landing scenario are well-reasoned, the leading indicators -- which take a long time to impact the economy -- show that storm clo ...  Show more