Howard Marks: Oaktree Capital, Investment philosophy, Risk and Randomness

Howard Marks: Oaktree Capital, Investment phi...

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Friday Wrap-Up: Lessons from a Former Boss and the Decline of Shareholder Rights

This week's Friday Wrap-Up looks back at Nicolai Tangen's podcast conversation with John Armitage, his former boss and a man he calls one of the most important people in his life. Marthe and Nicolai discuss what Armitage taught him about analysing companies, why the best investor ...  Show more

John Armitage: How He Invests, Building Egerton, and What Worries Him About AI

Nobody has taught Nicolai as much about investing as John Armitage. First as his largest client, later as his boss for five years at Egerton Capital. For this episode the two meet in London, where John walks through his approach to investing: what makes a company worth the time, ...  Show more

Recommended Episodes

Bonus Episode: Howard Marks on “In Good Company”
The Memo by Howard Marks

Oaktree Co-Chairman Howard Marks ( https://www.linkedin.com/in/howardmarksbook/) joined the In Good Company podcast with Nicolai Tangen ( https://www.linkedin.com/in/nicolai-tangen/). They discussed Howard's investment philosophy, risk management, and how to determine the quality o ...  Show more

Howard Marks - Successful Investing Through Buying Things Well
Value Investing with Legends

<span style="font-weight: 400;">The most successful investors combine a profound analytical understanding of financial markets and the economy at large with the ability to act on those ideas. My guest today has these two attributes in spades.</span>

<span style="font-we ...

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#53 Howard Marks: Luck, Risk and Avoiding Losers
The Knowledge Project

Billionaire investor, author and co-founder of Oaktree Capital Howard Marks discusses risk assessment, how to think different than the crowd, and the three mighty dares that separate the successful from the also-rans. Go Premium: Members get early access, ad-free episodes, hand-e ...  Show more

20VC: Oaktree Capital's Howard Marks on The Most Important Skill An Investor Can Have, The Right Way To Think About Price Sensitivity & Where Are We At Today; Take More Risk or Less?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

Howard Marks is co-chairman and co-founder of Oaktree Capital Management, a leading investment firm with more than $120 billion in assets ...

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