Interview with Howard Marks: Masters in Business (Audio)

1

Introduction

00:00 • 2min

2

Howard Marks, Co-Founder and Chairman of Oaktree Capital Management

01:34 • 2min

3

How Do You Transition From Equity Analyst to Fixed Income Analyst?

03:16 • 2min

4

Investing Is Not a Matter of Buying Good Things, It's What You Pay

05:06 • 2min

5

Experience Is What You Get When You Don't Get What You Want

06:40 • 2min

6

The Chairman Chairman's Men Memos

08:48 • 3min

7

How Do You Write a Memo About the Tech Bubble?

12:00 • 2min

8

The Dot Com Memo, the Race to the Bottom

13:34 • 3min

9

Are We in a High Yield Bubble?

16:30 • 4min

10

Credit Spreads Are a Double-Edged Sword

20:14 • 4min

11

Taking the Temperature of the Market

24:02 • 3min

12

Is Second Level Thinking Good Enough?

27:03 • 5min

13

The Only Thing That Matters Is the Book

31:48 • 2min

14

The Problem With Active Management Is an Active Management

33:23 • 3min

15

Markets Abhor Certainty

36:11 • 4min

16

You Can't Buy When It's Cheap

40:01 • 5min

17

The Keys in Investing in the Crisis

45:13 • 4min

18

Pension Funds - Are They a Real Challenge to Hit?

49:16 • 2min

19

State Pension Funds Are Underfunded

51:43 • 2min

20

Is the State Bankruptcy a Good Idea?

53:49 • 2min

21

The Precarious State of Public Pension Funds

56:03 • 2min

22

The Decision Making Process in Institutional Asset Management

58:14 • 2min

23

Oaktree's Investment Philosophy Is Important

01:00:25 • 3min

24

What Influenced You at City?

01:03:30 • 4min

25

What Do You Do Outside of the Office?

01:07:05 • 1min

26

I'm a Millennial - Is That a Good Idea?

01:08:34 • 4min

27

The Most Important Thing

01:12:33 • 3min

28

Master's in Business Podcast - Master in Business

01:15:29 • 2min