Howard Marks: Investing In A Low Return World (2019)

A interview with billionaire debt investor and founder of Oaktree Capital Management, Howard Marks. In this interview, Howard discusses how to invest in a low return world and the relationship between risk and return. Howard also talks about when to invest aggressively and defensively. ???? Books by Howard Marks and his favourite books are located at the bottom of the description❗

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Video Segments:
0:00 Introduction
0:30 Low interest rates
2:31 Economic indicators
4:21 Why are prospective returns low
6:17 Risk and return
9:45 Investors have taken on more risk
13:55 How are high returns achieved with low risk
15:03 How to avoid extremes of the market
18:46 Aggressive and cautious investing
20:15 Losing money and missing opportunity
24:06 How should you invest in a low return world
26:56 Pursuing superior returns
30:01 To be an active manager, markets must be inefficient and people have the skills to spot this
31:41 Start of Q&A
32:01 The line between inefficiencies and efficiency in today’s markets with ETFs?
39:00 How do you distinguish between market timing and cycles?
42:10 Optimal structure to capture market inefficiencies?
47:18 Do you think the FED will raise interest rate?
50:13 Do stocks and bonds have different cycles?
55:10 Why did the market collapse in the fourth quarter?
1:00:22 Does awareness of the current point in the cycle prolong the cycle?

Howard Marks Books ???????????? (affiliate link)
The Most Important Thing:http://bit.ly/MostImportantThingHM
Mastering The Market Cycle: http://bit.ly/MasteringTheMarketCycle

Howard Marks Favourite Books????
Winning the Loser’s Game:http://bit.ly/WinningTheLosersGame
A Short History of Financial Euphoria:http://bit.ly/FinancialEuphoria
Fooled by Randomness:http://bit.ly/FooledByRandomnessHM

Interview Date: 22nd February, 2019
Event: CFA Society Chicago
Original Image Source:http://bit.ly/HMarksPic16

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