Howard Marks: An Investing Sea Change is Happening!

The John Johnston Lounge · Oct 11, 2023 · 9m

I discuss the latest interview of legendary value investor Howard Marks, with Bloomberg's David Rubenstein, in which Marks discusses the massive sea change his sees happening in financial markets, what in means, and what he thinks investors should do. See below timestamps:

00:00 The massive sea change in financial markets

01:10 Declining and ultra-low rates since 1980

01:43 The Howard Marks Sea Change Memo

02:44 The importance of rates on markets

04:38 The end of the easy money environment

05:41 The desired rates setting

06:24 How portfolios should be different than before

08:34 A rates…