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How Howard Marks Predicts Each Stock Market Crash & Recovery
JJ discusses the latest Memo from legendary value investor Howard Marks, Taking the Temperature, in which Marks explains his strategy of taking the temperature of the stock market at any given time. Marks has made only 5 stock market calls since 2000, and got them right. He thinks we can do it too. Timestamps: 00:00 Howard Marks, Taking the Temperature intro 01:15 Jan 2000 : Calling the Dotcom Bubble bust 03:40 2004-2007: A slow developing train wreck 05:26 2008: Subprime and the Global Financial Crisis 06:45 Late 2008: Putting money to work in a cold market 08:09 2012: The death of equities?…
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