Latest / The John Johnston Lounge

Super Investor Howard Marks: Where The BIG MONEY Is Made
I react to part of a recent interview with super investor Howard Marks, in which Marks discusses stock market bubbles, when and how to be contrarian, and taking the temperature of the market cycle. Related episodes: Super Investor Howard Marks: The Biggest Investing Mistake https://youtu.be/awxhDqbd9d8 Referenced video: Howard Marks - Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Management https://youtu.be/vZJHQrGS7PE Recommended Howard Marks book: Mastering the Market Cycle: Getting the Odds on Your Side, by Howard Marks https://amzn.to/3KYub7x Join The Art of…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.