Oaktree Howard Marks: Masters in Business (Audio)

1

Introduction

00:00 • 3min

2

Howard Marks, Founder and CEO of Oaktree Capital

03:13 • 2min

3

High Yield Bonds - Never Hurts to Get Lucky.

05:32 • 2min

4

The Real Success in Investing Comes From Second Level Thinking

07:29 • 3min

5

How Did You Get Pushback From Investors?

10:00 • 2min

6

Is There Anything You Can Do About It?

12:28 • 3min

7

Oak Tree Investment Philosophy - The Six Tenets

15:09 • 2min

8

The Chairman's Memos

16:45 • 3min

9

How to Be in the Top 5% of Money Managers

19:23 • 1min

10

You're Just Sending These Down the Drain

20:53 • 2min

11

Why Is the Financial Industry So in Love With Forecasts?

22:33 • 3min

12

Using Indicators Like That Can Work

25:10 • 2min

13

What Stage of the Bull Market Are We In?

27:20 • 3min

14

Should Your Portfolio Be Aggressive or Defensive?

30:35 • 2min

15

The Biggest Investing Errors Come From Psychology

32:44 • 2min

16

Howard Marks - I'm an Early Adapter

34:19 • 2min

17

How Did You Get Lucky?

36:16 • 2min

18

How Much of the Company Was Listed?

38:42 • 2min

19

What's the Significance of Reading to the Investor?

40:31 • 2min

20

Dot and Graham?

42:24 • 2min

21

You Can't Predict. You Can Prepare

44:05 • 2min

22

Investing in the Black Swans

45:40 • 2min

23

The Warren Buffett Way

47:23 • 2min

24

How Did Studying Japan Help Shape You?

49:04 • 2min

25

Those Are the Investors Who Shaped My View

51:23 • 2min

26

Henry Teledyne - Is That Your Job?

53:33 • 2min

27

What's Your Thoughts on Share Buybacks?

55:20 • 2min

28

The World Is Coming to an End

57:00 • 2min

29

I'm in Trouble, Is There a Bubble in the Market?

59:18 • 2min

30

The Angel on One Shoulder Says, Don't Do It

01:01:11 • 2min

31

The Handmaiden to Remembering History

01:03:14 • 2min

32

The Significance of a Creed

01:04:51 • 2min

33

How Much Do You Allow for the Improbable Disaster?

01:06:33 • 3min

34

How to Make Money in the Long Run

01:09:15 • 4min

35

Warren Buffett - What Is the Motivation of Writing a Book?

01:12:52 • 2min

36

The Keys to Investing Today

01:14:32 • 2min

37

Masters in Business With Barry Redholz on Bloomberg Radio

01:16:30 • 2min