Interview with Howard Marks: Masters in Business (Audio)
Masters in Business
00:00
Markets Abhor Certainty
Howard Kurtz: Markets abhor certainty. If you're going to find a bargain, you have to find the times when consensus is wrong. You have to diverge from consensus, which can only be uncomfortable. How do you handle when something looks idiosyncratic? People say, Howard has finally gone off the deep end this time. He says it's our job to hold their hands when we do extreme things.
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Transcript
