Howard Marks Discusses the Interest-Rates Machine

1

Introduction

00:00 • 3min

2

What Motivated You to Write Another Book?

02:58 • 2min

3

What Do We Know About This Bull Market?

04:33 • 4min

4

Are Bonds Still in a Bubble?

08:27 • 4min

5

What Ininning Are We in in the Bull Market?

11:57 • 2min

6

The Risk of Not Getting Paid in Bonds

13:31 • 3min

7

Mastering the Market Cycle

16:31 • 2min

8

The Essential Character of Value Is Not What You Buy, but What You Pay

18:41 • 2min

9

Can People Buy the Worst Bond Portfolio?

20:21 • 3min

10

How to Position Yourself in the Market

22:52 • 2min

11

The Institutional Investor vs the Individual Investor

24:53 • 2min

12

Investing in a Distressed Bond Fund

26:49 • 2min

13

The Limits to Negativism

29:01 • 3min

14

The Chairman's Memos to Clients

31:53 • 3min

15

What Was the One That Changed the World?

34:47 • 2min

16

How Do You Know Where You Are in the Cycle?

36:34 • 4min

17

Is the Market Cycle a Good Investment?

40:06 • 2min

18

The Cardinal Sin in Investing

42:20 • 2min

19

Move Forward, but With Caution

43:52 • 3min

20

What Does the Market Know?

46:24 • 2min

21

The Contrarian Way of Thinking

48:41 • 2min

22

The Fed Funds Rate Up to Four Plus?

50:42 • 3min

23

The Inverted Yield Curve

53:33 • 2min

24

Investing in the Markets Is Dominated by Humans

55:49 • 3min

25

Oaktree - What Investors Influenced Your Thinking?

58:20 • 2min

26

Investing in the Future

01:00:12 • 2min

27

The Science of Probability and Getting the Odds on Your Side

01:01:44 • 2min

28

Are You a Risk-Averse Investor?

01:04:04 • 3min

29

Is It a Cyclic Between Passive and Active?

01:07:22 • 2min

30

Investing

01:09:51 • 2min

31

The Most Profound Change in My Life

01:11:52 • 3min