Masters in Business cover image

Howard Marks Discusses the Interest-Rates Machine

Masters in Business

00:00

Move Forward, but With Caution

There's very little today on the bargain counter. And if your criterion for investing is that you want bargains, for the most part, they're not there. Except maybe emerging markets. You know, Turkey, Argentina, these are pretty terrifying. But they are unloved, which means you maybe you should start looking there.

Play episode from 43:52
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app