On Bubble Watch

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. 

On today’s show we’re talk about the Everything Bubble. Bubbles have formed throughout history and all it takes it a pin prick to burst a bubble.

On today’s show we’re talking about all kinds of bubbles and how they form. The year was 1554 and tulip bulbs were sent from ...

Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson. (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Is the market in a bubble? - Google’s $25 billion data cen ...  Show more

We talk a lot about bubbles on this podcast. Often we talk about them from the perspective of a trader or speculator. But what about the people whose lives get caught up directly in the craziness? On this week's episode of the Odd Lots podcast, we speak to Bloomberg's own Dash Be ...  Show more

The average investor doesn’t understand the fundamentals of the markets, and so they buy because the market is going up…and everyone else is doing it. Today’s guest says the average investor is blinded by market euphoria.  Bert Dohmen, the publisher of the Wellington Letter, says ...  Show more