Podcast appearances and mentions of howard mark

On today's episode, Clay shares the most important lessons he's learned from Morgan Housel. Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over 4.5 million copies and have been translated into more than 50 languages. He also serves on the board of directors at Markel. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:24 - Why the best story wins. 09:35 - Why the biggest risk is the one nobody sees coming.  23:03 - The seduction of pessimism and why it pays to be an optimist. 27:18 - The importance of understanding ‘enough'. 44:42 - The importance of patience and investing with a long time horizon. 52:34 - The impact of debt.  And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Morgan's books: The Psychology of Money & Same as Ever. Morgan's podcast on debt with Howard Mark. Related Episode: Listen to TIP602: Same as Ever w/ Morgan Housel, or watch the video. Related Episode: Listen to TIP351: The Psychology of Money w/ Morgan Housel, or watch the video. Mentioned Episode: RWH016: The Best of the Best w/ Francois Rochon. Mentioned Episode: RWH013: Move Slow, Win Big w/ Thomas Russo. Mentioned Episode: TIP559: Mastering the Market Cycle w/ Howard Marks. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Range Rover Sound Advisory American Express The Bitcoin Way Vacasa USPS Onramp SimpleMining Public Fundrise BAM Capital Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In today's episode, Cameron and I break down the fed's Jackson Hole symposium, where Jerome Powell signals to the world that they are ready to start cutting interest rates.The day has finally come for interest rate drops, and we discuss how this can impact your portfolio and what changes you should make, if any. Also in the news is Starbucks $SBUX hiring a new CEO and leaving Chipotle $CMG looking for a new one. We also discuss Howard Mark's Memo. Howard Marks is the co-founder of Oak Tree Capital out of Chicago and does an incredible job of explaining complex market concepts with ease. The memo we discuss can be found here:Howard Marks Memo

As you await this week's Merryn Talks Money conversation with OakTree's Howard Mark , check out another podcast from our team here at Bloomberg: Daybreak Europe Edition. Every episode delivers the day's top stories, with context, in just 15 minutes. Available every morning by 7am GMT in your feed.  Subscribe On AppleSubscribe On SpotifySubscribe On Youtube Subscribe On Podcast Addict Subscribe On AudibleSee omnystudio.com/listener for privacy information.

In this comprehensive talk, prominent investor Peter Linneman sheds light on the shifts in the investment and economic landscape. He shares his experiences and insights from the 2008 collapse, the impact of the Federal Reserve's policies, and the effect of interest rates on the economy. Peter emphasizes the need for investors to adapt their strategies in accordance to these changes. He also presents his perspective on asset value, monetary policies, future investing, and overcoming times of fear. The conversation concludes with a detailed market update and forecast for 2023.00:00 Introduction and Howard Mark's Economic Predictions00:14 Personal Investment Journey and Economic Shifts00:30 Impact of Federal Reserve's Policies on Economy02:08 Investment Strategies in the New Economic Environment02:30 Exploring Alternative Investment Methods02:56 Investment Mindset in Times of Fear03:35 Creating Value and Wealth in the Current Economy04:25 Upcoming Annual Las Vegas Retreat05:32 Introduction to Guest Speaker Peter Lindemann06:09 Discussion on Economic Trends and Forecasts06:52 Impact of Covid-19 on the Economy07:52 Understanding Inflation and Federal Reserve's Response10:18 Critique of Federal Reserve's Actions17:06 Discussion on Housing Costs and Inflation21:15 Predictions for Federal Reserve's Future Actions23:06 The Inertia of Economic Thinking23:26 The Power of the Fed and Its Influence25:29 The Role of the Fed in the Economy26:10 The Impact of Fed Decisions on Banks27:17 The Future of Real Estate Investment27:34 The Role of Big Money Center Banks28:56 The Impact of Interest Rates on Construction Loans29:31 The Advantage of Investing During Capital Market Disarray34:51 The Future of Interest Rates and the Fed's Thinking39:16 The Impact of Political Influences on the Fed44:33 The Future of Commercial Real Estate Hosted on Acast. See acast.com/privacy for more information.

Mark Howard has always made unique records. For Howard, it's not just about the recording process ― making great music is also about creating unique, comfortable environments designed to bring out the best in the artist. To this end, he's spent a career seeking out architecturally remarkable spaces in which to make albums. In “Recording Icons / Creative Spaces”, you're invited behind the curtain to watch these music industry legends create. Using a non-invasive photographic approach, employing a Nikon time-lapse camera to capture these in-studio moments, Howard captures the hits as they happened, in a treasure trove of non-posed, natural images. You're invited to travel the world with him and watch as he creates the beautiful spaces and inspiring atmosphere where the magic of classics by Bob Dylan, U2, Neil Young, Joni Mitchell, and many more actually happened.Mark Howard is a producer and recording engineer. He's worked with countless multi-million-selling-record artists, including Red Hot Chili Peppers, Tom Waits, the Tragically Hip, Lucinda Williams, Willie Nelson, Marianne Faithfull, Emmylou Harris, Peter Gabriel, R.E.M., and the Neville Brothers. He was born in Manchester, England, in 1964 and came to Hamilton, ON, at the age of two. Purchase a copy of "Recording Icons / Creative Spaces: The Creative World of Mark Howard" through ECW Press: https://ecwpress.com/products/recording-icons-creative-spacesListen to a playlist of the music discussed in this episode: https://open.spotify.com/playlist/4qBaJhnRr1isp7pU8g0PHC?si=fe096cd7123a474dWatch Neil Young “Hitchiker”: www.youtube.com/watch?v=uOq93UqN9vUListen to Joni Mitchell's “Song To A Seagull”: www.youtube.com/watch?v=QPTCs2k-3NsFollow Mark Howard:Instagram: www.instagram.com/mhrealmusic/?hl=enFacebook: www.facebook.com/MARK-HOWARD-134326846768736The Booked On Rock Website: https://www.bookedonrock.comFollow The Booked On Rock with Eric Senich:FACEBOOK: https://www.facebook.com/bookedonrockpodcastTWITTER: https://twitter.com/bookedonrockINSTAGRAM: https://www.instagram.com/bookedonrockpodcastSupport Your Local Bookstore! Find your nearest independent bookstore here: https://www.indiebound.org/indie-store-finderContact The Booked On Rock Podcast:thebookedonrockpodcast@gmail.comThe Booked On Rock Music: “Whoosh” & “Nasty” by Crowander (https://www.crowander.com)

Episode 53 w/ Howard [Mark 11:12-26] Today's episode covers several different scenes in the life and ministry of Jesus. First, He curses a fig tree for not bearing any fruit. Second, He drives people out of the temple for treating the temple like a place of business. Finally, after the disciples see the dead fig tree that Jesus cursed, Jesus begins to teach them about the power of faith. Even the smallest amount of faith can move mountains. How can we increase our reliance on Jesus? How should we live in light of His absolutely and perfect authority over everything? Sponsors / Resources: Click to support: 22 Beans Coffee Co. Click to buy: Take & Read Podcast Hats Click to follow: Instagram Previous Episode (52): AMAZING ARRIVAL | JESUS ON A DONKEY

Bagi yang ingin mendengarkan cuplikan dari Howard Mark dari Oaktree Capital: https://www.linkedin.com/feed/update/urn:li:activity:6986358010554052608/

In this solo episode of Success That Lasts, Jared Siegel discusses the power narratives hold over us when making financial decisions, and how to think more empirically. He talks about the roles that skill and luck have in various aspects of life. “After a career of helping people make financial decisions, one thing is overwhelmingly clear to me: people are not calculators, they're storytellers,” Jared claims. Humans are biologically wired to connect cause and effect, even if it may be incorrect. The more you want something to be true, he adds, the more likely you are to believe the story that overestimates the odds of it being true. If we learn how to second guess ‘easy' narratives and learn to think more empirically, we can gain an advantage.  According to a study done in collaboration with Dartmouth College, University of Chicago, California Institute of Technology and UCLA, less than 2% of people attempting to add value to the portfolio through predictions actually possess skill. Over a shorter time frame, the influence that luck plays, both good and bad, is greater. However, as you expand the sample size, the influence that luck plays is diminished, and outcomes become much more predictable. Resources Jared Siegel on LinkedIn | Twitter Email: jsiegel@delapwa.com  DelapCPA.com The Success Equation by Michael Mauboussin Luck versus Skill Research Paper Memo from Howard Mark

In this episode of Empire's Weekly Roundup, Jason and Santi are joined by Brett Winton, the Director of Research at ARK invest. We discuss the heated Uniswap fee controversy, token business models, DAO governance and the securitization of everything. We also discuss ARK's unique investment strategy and crypto thesis. This is one special roundup. Highlights include: - How to play the current macro market - The securitization of everything - Coinbase's opportunity - Potential business models for Uniswap - Will DeFi fees go to zero - The secret to diversification - Brett's #1 consideration when hiring - - Follow Brett: https://twitter.com/wintonARK Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw - - Attend DAS, crypto and macro's favorite institutional conference: http://digitalassetsummit.co/ - Use code EMPIRE250 to get $250 off tickets (Only available this week!) - - Referenced in the show: ARK Invest https://ark-invest.com/ ARK's Bitcoin Monthly Research https://ark-invest.com/lp-bitcoin-monthly/ Howard Mark's Letter on being Unconventional https://www.oaktreecapital.com/insights/memo/i-beg-to-differ Lido Treasury Sale Proposal https://research.lido.fi/t/treasury-diversification-2-part-2/2657 - - Core, from Ava Labs, is more than just a wallet. It's a free, non-custodial browser extension that gives Avalanche users a more seamless and secure Web3 experience. Download Core today at https://www.core.app/ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:47) Where Are Interest Rates Headed? (08:38) An Inevitable Movie Towards Financial Transparency  (12:00) Three Revolutions Catalyzed by Bitcoin (27:52) Ava Labs Core (29:20) Coinbase and the Securitization of Everything (41:48) Uniswap fee switch and token business models (53:16) DAO governance and capital allocation (59:12) How ARK assesses new investments (1:06:01) Has inflation peaked, BTC as the reserve asset and more (1:10:58) Why curiosity is Brett's #1 hiring criteria (1:17:08) What ARK believes that many others don't (yet) -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

In this mini episode I dive into the most recent and very important memo from Oaktree Capital Management's Co-Founder, Howard Marks on the irrational reasons most investors use to sell their positions. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chinchillapicking/support

Jerry Parker joins us today to discuss the importance of hanging on to your outlier winners, value investing versus trend following, the optimum number of entry & signals per trade, the need to redefine ‘safe assets', Jerry & Richard Brennans' thoughts on Howard Marks' opinion of Trend Following, risk parity within a Trend Following portfolio, the unpredictability of endogenous outliers, and deconstructing the old narrative that ‘Trend Following is dead'. ---- In this episode, we discuss: Letting winners run and cutting losses early Using 1 entry signal and 1 exit signal per trade versus multiple signals Redefining what are typically known as ‘safe assets' Howard Marks' opinion on following price Achieving effective risk parity within a portfolio How endogenous outliers are hard to predict Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Jerry on https://my.captivate.fm/@RJParkerJr09 (Twitter). ---- Episode TimeStamps: 00:00 – Intro 01:44 – Macro recap from Niels 05:24 – Weekly review of performance 11:51 – Jerry & Rich's thoughts on Howard Mark's opinion of Trend Following 24:46 – Why exit rules might be harder to create than entry rules 43:45 – Risk parity within a Trend Following portfolio 51:03 – The unpredictability of endogenous outliers 01:10:08 – The old narrative that ‘Trend Following is dead' 01:13:54 – Benchmark performance update 01:15:01 A huge thank you to listeners of the show for leaving your 5-star reviews on iTunes, and feel free to share our link with 3 of your like-minded friends: https://top-traders-unplugged.captivate.fm/listen (https://top-traders-unplugged.captivate.fm/listen) Copyright © 2022 – CMC AG – All Rights Reserved https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy) Disclaimer: Nothing we discuss on the TTU Podcast should be considered as Investment, Legal, Business or Tax Advice. Our conversations are for Informational and hopefully entertainment purposes only. All opinions express by the podcast participants are solely their own opinions and do not necessarily reflect the opinions of the companies they work for, TopTradersUnplugged or its owners. So please do your own research and speak to a financial adviser before making any investment decisions. Due to industry regulations, participants on the podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. Past performance is not necessarily indicative of future performance. The risk of loss in trading futures contracts, commodity options or forex can be substantial, and therefore investors should understand the risks involved in taking leveraged positions and must assume responsibility for the risks associated with such investments and for their results. You should carefully consider whether such trading is suitable for you in light of your circumstances and financial resources.

[podcast_subscribe id="111"] Timestamps: Intro: 00:00 Lesson 1: 00:55 Lesson 2: 03:02 Lesson 3: 04:29 Lesson 4: 05:57 Lesson 5: 09:26 Summary: 11:00 Description: Atit and I have learned from Howard Marks. He is the co-founder and co-chairman of Oaktree Capital Management, the largest investor in distressed securities worldwide. In 2020, with a net worth of $2.1 billion. Buffett famously has said, “When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something.” So today, we are discussing Howard Mark's latest memo where he talks about when to sell an investment. Howard Marks memo: https://www.oaktreecapital.com/insights/memo/selling-out Inspiration for the episode: https://twitter.com/josephcwells/status/1482749182674976771 Useful links: All Streaming Platforms for Cold Brew Money Podcast: https://coldbrew.money/links/ About Cold Brew Money: https://coldbrew.money/about/ All Cold Brew Money Episodes: https://coldbrew.money/episodes/ Cold Brew Money Tools: https://coldbrew.money/tools/ Buy Us A Coffee: https://www.buymeacoffee.com/coldbrewmoney Hosts: Atit Kothari: https://kothariatit.com/ Tapan Desai: https://tapandesai.com/ Atit's Newsletter: https://atitkothari.substack.com/ Tapan's Newsletter: https://tapandesai.substack.com/ Contact Us: Twitter: https://twitter.com/coldbrewmoney Instagram: https://www.instagram.com/coldbrewmoney/ Disclaimer: The information in this video is general information only and should not be taken as constituting professional advice from Atit or Tapan. Atit and Tapan are not financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances. Atit or Tapan are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/cold-brew-money/message

This week we talk about the market's reaction to Omicron, the new AF worksheet, builders collapsing, Howard Mark's latest memo, new sells, our top stocks of last week, our stocks picks for this week and whether or not we should go to cash in the current market and wait for things to improve. In the club edition, we also talk about why we're not buying into ETFs and LICs, what TK thinks about swapping winners for something that is on the buy list, and if we should sell any share that has a 10% drop at any time, regardless of buy price. And, of course, The Beatles.

In today's episode, Andy and Tyler discuss topics from Howard Mark's book "The Most Important Thing." This includes discussion on second-level thinking, the price and value relationship, intrinsic value, psychology, and risk control. The Most Important Thing: Buy BookFor More Augury Content:Website: https://www.auguryresearch.com/ Join The Team: https://www.auguryresearch.com/joinContact:andy.walker@auguryresearch.comDisclaimer:Augury Research is not a registered investment adviser and the information on this website is for information, discussion, and educational purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this website and one should take into account the investment objectives or financial situation of any particular person or institution.

In this episode we discuss the importance of admitting "I don't know" when it comes to investing in this sector. We discuss how "I don't know" can be helpful for: - Taking a more cautious approach to building your portfolio - Federal change, the SAFE act and NDAA news - Selecting which markets are attractive - Evaluating headlines and social media - Managing your cash position - Buying individual stocks vs the MSOS ETF We also discuss having a CIN meet-up at the upcoming MJ Biz conference in October The theme of this episode was inspired by a recent episode of Howard Mark's podcast the Memo which you can listen to here: https://www.oaktreecapital.com/insights/podcasts/the-rewind-us-and-them

This week on the show we welcome friends from the world of television, film, music and literature.The hilarious Russell Howard chats about his brand new travel comedy show 'Stands Up To The World' on Sky One.Acting powerhouse Mark Strong tells us what to expect from Disney's 'Curella'.The wonderful Billie Piper discusses her directorial debut with her new film 'Rare Beasts'.And Daisy Haggard and Chris Addison talk series two of their brilliant show 'Breeders'.Plus Oti Mabuse, Michael James Wong, Frank Cottrell-Boyce and Kerry Godliman.You can catch Chris and the team live weekdays 6:30am-10am on Virgin Radio UK.Be sure to subscribe to the podcast to hear the highlights every week.Russell Howard - 00:36Mark Strong - 07:40Billie Piper - 13:09Daisy Haggard & Chris Addison - 20:28Oti Mabuse - 26:42Michael James Wong - 33:17Frank Cottrell-Boyce - 39:37Kerry Godliman - 46:00 See acast.com/privacy for privacy and opt-out information.

An absolutely genuine talk with Randy Langenderfer. We talked about the difference between investing and speculation how he was able to carry some of his natural talents from his W-2 work into the investing space and what the conversations were like at home when he was investing while starting off with his wife.Randy is the president of InvestArk Properties LLC, focusing on creating investor value and passive income returns for the busy professional. He's been in multifamily real estate since 2014 as both a general partner, a key sponsor, and has had 250 doors and a limited partner exposure of over 4000 doors. His company offers the busy professional who wants to include multifamily and their portfolio partner with experts who are aligned with investment goals. He was previously a private money lender in remodeling single-family homes in Florida, Ohio, Texas, and much of other markets across the state. And he started with the values of $2.5 million, which he grew in the single-family space. He has since then represented over $11 million in assets managed in multifamily and serves as the Chief Compliance and audit officer for a large academic medical institution in Houston. He's got a bachelor's degree in accounting information systems and an MBA in finance and is also a non-active CPA. But most importantly, he's a husband and a father of four adult children spending his free time analyzing deals and networking with others.You can best reach out to Randy and his firm, InvestArk Properties, by visiting his website at www.invest-ark.com. Look him up today!What book has had the biggest impact on you and why?The Bible, Business perspective, 21 Law of Leadership by John Maxwell, Master in the Market by Howard Mark, understanding the cycles.If people wanted to be JUST like you, what is the first actionable thing they could do to follow in your footsteps? Education, educate yourself. If you're not gonna invest your time, it's just purely speculation. Be an active-passive investor.What small thing do most people not know about you?Passion for this and the desire to help others along their journey.  How do you like to unwind and restore your own creative juices? Walking long walks. I walk 4 or 5 miles a day and playing golf. Spending time with family, enjoy getting together with them and with my grandchildren, and spoiling them a little bit just to recharge. Is there something special that you and your spouse like to do together?Melanie and I walk and talk a couple of times. Getting together and being together and spending time together.If you really enjoyed this content and are looking for more, you can continue to learn more about us in several different places for free!on our website for blogs & other podcast interviews! elevateequity.orgour YouTube channel! youtube.com/channel/derekcliffordour book/audiobook! amazon.com/dp/ebookIf you'd like to have a FREE copy of our 7 Ways Commercial Real Estate Syndications Protect and Build Wealth, simply click the link below. We are here and vested in your long-term success! elevateequity.org/7waysEbook

Darren 'Doogie' Wolfson starts this episode with his latest before welcoming on Former NFL GM Randy Mueller to talk Vikings and the NFL Draft (7:56). ESPN's Desmond Howard joins the show to discuss the NFL Draft (38:23), Gophers AD Mark Coyle hops on for a conversation (53:34), followed by recent Gophers transfer Grant Cruikshank on why he chose Minnesota (1:23:26), and former Champlin Park HS star Theo John on transferring to Duke (1:36:22).

Howard Marks is the Co-Founder/Co-Chairman of Oaktree Capital. His company is the largest investor in distressed securities worldwide. His company manages over $124 billion dollars in assets. Howard is widely considered as one of the greatest investors in the world. He is called, “The master of the market cycle”.In 2020, with a net worth of $2.1 billion, Marks was ranked No. 391 on the Forbes 400 rankings of the wealthiest Americans.During the financial crisis of 2007–08, Oaktree raised $11 billion, the largest distressed debt fund in history, to buy distressed assets, which "paid off richly for his investors".Howard is famous for his memos which which detail his investment strategies and insight into the economy and are posted publicly on the Oaktree website. Howard is also a bestselling author. He has written two books: The Most Important Thing and Mastering the Market CycleAccording to Warren Buffet, “When I see memos from Howard Marks in my mail, they're the first thing I open and read. I always learn something, and that goes double for his book."Ray Dalio says, “Howard Mark’s book Mastering the Market Cycle is a must read for all”Charlie Munger states, “Howard’s books tell us how to learn from history, and thus allows us to get a better idea of what the future holds”According to Seth Klarman, “The Most Important Thing, Howard Marks insightful investment philosophy and time-tested approach, is a must read for every investor”Howard has been featured in The Wall Street Journal, Forbes, Bloomberg, CNBC, Yahoo Finance, Barron’s, The Harvard Business Review, Fortune, The Business Insider, Inc.Mag, The Economist, Seeking Alpha, The Financial Times, and Money Week. He gave talks at Google and Facebook headquarters. Howard Marks received his bachelors from The Wharton School at UPenn and his masters at UChicago Booth.Howard has his own talk show called, The Howard Marks Investor Series at UPenn Wharton. We will talk about basic topics like how Howard came up with the idea of his memos, distressed debt securities, and COVID-19 financial markets.

Michelle Martin speaks to Arun Pai, Chief Strategy Officer at Flow to discuss Big Hit's Entertainment 4 billion dollar IPO in South Korea, entertainment stocks in South Korea, China's tripling holdings of Japanese government bonds, Howard Mark's views on looking at a high risk environment with energy, retail and commercial real estate and whether traditional energy is 'uninvestable.'  See omnystudio.com/listener for privacy information.

Keven shares Howard Mark's insight on the current markets situation. How do we predict, how will the next few month shakes out? --- Support this podcast: https://anchor.fm/the-rdr-show/support

This week, we discuss the possible effects of recent bans on short selling, Howard Mark’s latest memo on the recent rally in asset prices, the Wirecard debacle of losing $1.9billion, Tesla’s ascension to having the largest market cap of all car manufacturers in the world, the benefits of Trend Following in a diversified portfolio, the power of non-correlated strategies combined, and the secret sauce of Trend Following.  Questions we answer include: How do Central Bank policies affect Trend Following strategies? Are some markets more prone to trends than others? If you would like to leave us a voicemail to play on the show, you can do so here. Learn more about the Trend Barometer here. IT's TRUE

Keven is launching a new series. Where he breaks down Howard Mark's latest memo on the state of investment and society. --- Support this podcast: https://anchor.fm/the-rdr-show/support

Howard Mark’s recent thoughts on the importance of ‘buying low’, and what really constitutes ‘buying low’. IT'S TRUE

In this episode, we discuss Howard Mark’s comments regarding not losing money being more important than missing opportunities, how solid Trend Following performance can often stay on the edge of randomness, recent opposing comments from the AHL founders on the effectiveness of Trend Following in today’s markets, why complexity and complication might actually be different from one another, and we also touch on a white paper which points out an increased inaccuracy with backtests the more complex a system gets.  Questions answered this week include: How easy is Trend Following to carry out? Are funds today charging too much in fees?  Is there a way to accurately predict future price moves?  Daniel Crosby mentioned in a recent Top Traders Unplugged interview, that 'the best investments were the ones that were left alone', what do we think about that statement? How do we keep our cool around friends & family after a very bad week in the markets?  Do clients have a wide & varied attitude toward portfolio volatility? If any listeners would like to leave us a voicemail message to play on the show, you can do so here. Register your interest for our upcoming live event in New York here. You can download your free guide to Systematic Investing, and subscribe to our mailing list by visiting TopTradersUnplugged.com Get a free copy of my latest book "The Many Flavors of Trend Following" here. Send your questions to info@toptradersunplugged.com Follow Niels, Jerry & Moritz on Twitter: @TopTradersLive, @RJparkerjr09 and @MoritzSeibert And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast. Episode Summary 0:00 - Intro 1:00 - Weekly recap from Niels 4:10 - Weekly review of returns 9:00 - Top tweets 39:00 - Question 1: Francois; How do you stay cool after a bad week trading? 48:30 - Question 2: Adrian; What is the optimal level of trading activity in a robust system? 52:20 - Question 3: James; Should CTAs offer the same program with different vol targets? 1:02:00 - Question 4: James; Is Jerry trading individual stocks or a basket of stocks? 1:05:45 - Performance recap Subscribe on:

In today’s episode, we discuss whether or not Trend Following is more effective with Volatility Targeting, how cautious you should be of outlier events, how to use stress-levels as an indicator of how good your trading strategy is, and we give our thoughts on the concept of ‘Risk of Ruin’, in relation to the plight of Long-Term Capital management in the late 1990s.  Questions this week include: Should you trade in a style that suits your personality?  Can 10 years of financial data still be classified as ‘noise’?  Should the fundamental causes of market movements affect how you trade?  Should you reduce your position in a trade if it goes in your direction far quicker than expected?  We also touch on Howard Mark’s comments regarding the skill of catching a ‘falling knife’. You can download your free guide to Systematic Investing, and subscribe to our mailing list by visiting TopTradersUnplugged.com Get a free copy of my latest book "The Many Flavors of Trend Following" here. Send your questions to info@toptradersunplugged.com Follow Niels, Jerry & Moritz on Twitter: @TopTradersLive, @RJparkerjr09 & @MoritzSeibert And please share this episode with a like-minded friend and leave an honest rating & review on iTunes so more people can discover the podcast. Subscribe on:

First episode of the month means it is time for the Equity Mates book club. This month we are discussing Howard Mark's classic investing book 'The Most Important Thing'. Howard Marks is the co-founder of Oaktree Capital Management, a $120 billion fund based in America. Howard is known for his memo's - a must read for any investor. In this book Howard uses his old memo's to illustrate some of the most important things for an investor of any level. In this episode you will learn: • What Howard considers the most important consideration for any investor • Understanding price and knowing what you should pay • Managing risk, and the importance of understanding the difference between probability and outcome • How to properly size your positions • Why market cycles always happen and how investors should take advantage of them • The importance of asset allocation Stocks and Resources Discussed: • Equity Mates Book Club Page How to Get Involved in Equity Mates: • Equity Mates Website • Ask Us Anything Page • Thought Starters • Equity Mates Facebook Page • Facebook Discussion Group • Instagram • Equity Mates Twitter • Email (contact@equitymates.com)

I am drawn to a group of investors that I call practitioner philosophers. These are people who have gotten their hands dirty in their respective fields, but despite being doers, they still often sit back and ponder the big questions in business and life. My guest this week is one such practitioner philosopher, NYC based venture capitalist Jerry Neumann. I came across Jerry's essays a year ago, and he is on a very short list of writers whose work I read without fail and almost always more than once. You can think about this conversation on business, investing, and venture capital as a big funnel. We start very broad, discussing where we may be in a large 70-year economic cycle. We then break down the so-called power law which seems to govern venture capital returns and business outcomes. Then we get even more specific, discussing Jerry's process for evaluating early stage companies, and the particulars of what might make a good venture capitalist. I say "might" because as Jerry explains often, nothing is certain, and luck may always play a huge role. I just loved this conversation. It is the type that without the podcast as an excuse would be a very odd and intense one if I were just meeting someone for the first time. You'll find no small talk or even medium talk here. This is a meaty discussion with one of the smartest and most straightforward people I've come across.   Books Referenced Carlotta’s Perez - Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages Thomas Hughes – Networks of Power: Electrification in the Western Society, 1880 – 1930 Frank Knight – Risk, Uncertainty, and Profit Jeffrey West - Scale: The Universal Laws of Growth, Innovation, Sustainability, and the Pace of Life in Organisms, Cities, Economies, and Companies   Links Referenced Deployment Age Oswald Spangler About Men; Corporate Man Howard Mark’s 2x2 matrix of superior investment results Michael E. Porter - How Competitive Forces Shape Strategy DJ Teece: Profiting from Technological Innovation Porter’s Five Forces   Show Notes 3:27 – (First question) – Start with Jerry’s essay the Deployment Age and a look at what it means for where we sit today (looking forward as investors)?             3:40 - Deployment Age             4:26 - Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages 9:28 – What time in history can you compare our current deployment age to and what does that say about the next 10, 20, and 30 years?             9:40 – Oswald Spangler             11:09 – About Men; Corporate Man 15:36 - How have your views evolved over time and how do you square the 1950s-time period for venture capitalists?             18:06 - Networks of Power: Electrification in the Western Society, 1880 – 1930 20:40 -  What lessons should venture capitalists make from these deployment age cycles             25:27 - Risk, Uncertainty, and Profit 24:10 – Exploring how powerlaws govern returns for venture capital             26:50 – Howard Mark’s 2x2 matrix of superior investment results 32:19 – Providing context and understanding to Alpha within Powerlaws. 32:56 – Nassim Taleb: Powerlaw 39:18 - Portfolio concentration and scaling             42:31 – Venture Follow-on and the Kelly Criterion (Jerry's Blog) 44:34 - How have you have actually done this, Jerry? What is your process like and your focuses? 54:00 – Are there any circumstances where it is wise for friends and family to make venture investments? 59:20 - What is this idea of who profits from innovations?             56:12 - DJ Teece: Profiting from Technological Innovation 1:02:57 – Understanding complimentary assets             1:05:06 - Porter’s Five Forces 1:09:24  - Are Augmented and Virtual Reality interesting areas for venture capital and why? 1:15:28– What makes a successful venture capitalist? What makes you special? 1:23:43 – What is the most memorable day in your career in venture? 1:26:03 – Kindest thing anyone has ever done for Jerry   Learn More For comprehensive show notes on this episode go to http://investorfieldguide.com/jerry For more episodes go to InvestorFieldGuide.com/podcast. To get involved with Project Frontier, head to InvestorFieldGuide.com/frontier. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag  

This week brings part three of our visit with Dr. Ken Womack (dean of the Wayne D. McMurray School of Humanities and Social Sciences at Monmouth University in New Jersey), closing out this series.      The main topic this week is the future of Beatles releases, particularly in comparison to the overwhelming output from "his Bob-ness."    Why did so many fans have mixed feelings about the "Eight Days a Week" film?    Is there justification for the even larger percentage that are downright hostile toward the "new" edition of "Hollywod Bowl"?    Given those issues, is there a way to satisfy fans of all ages (boomers, GenX and millenials), or will there always be a Generation Gap for Beatles fans.     Tune in and find out our opinion!