How Oaktree's Howard Marks Spots a Market Bubble

734 Views28 Jan 2025 06:03
Podcast
SUMMARY
  • Howard Marks correctly called the dot com bubble in the early 2000s
  • The 1990s were a placid period for credit investors but a hot time for equity investors
  • Being too far ahead of your time in predicting market trends can be painful and indistinguishable from being wrong

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