Howard Marks: The Distressed Debt King (What Does He Think About AI and Private Credit?)

Chit Chat Stocks · Apr 29, 2026 · 53m

On this episode of Chit Chat Stocks, Brett and Ryan go through another "superinvestor" by studying Howard Marks and his approach to the debt investing markets. We discuss:

(00:00) Introduction

(10:12) Understanding investing philosophy

(15:24) Case Studies: The Great Financial Crisis and Inter Milan Investment

(30:13) Navigating the COVID-19 Panic: Airline Investments

(36:25) The TORM Case Study: A Debt-to-Equity Success

(41:59) Key Takeaways from Howard Marks' Investment Philosophy

(46:21) AI and Private Credit: Future Considerations

*****************************************************…