Is It a Bubble?

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. 

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

Oaktree Capital Management Co-Chairman Howard Marks discusses the present moment, the market selloff, and the changes brought to trade through tariffs. He speaks with Bloomberg's Lisa Abramowicz.See omnystudio.com/listener for privacy information. 

Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symb ...  Show more

Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jone ...  Show more