Latest / The John Johnston Lounge

Howard Marks Says Historic Stock Market Sea Change Has Begun
In his latest Memo and a recent interview, Howard Marks suggests that financial markets are undergoing a rare, major sea change, a radical transformation; only the third in the paste 50 years. I discuss the changes Howard Marks sees, and what they may mean for investors over the coming years.
Highly recommended Howard Marks Books:
The Most Important Thing: Uncommon Sense for the Thoughtful Investor
Mastering The Market Cycle: Getting the odds on your side
https://amzn.to/3GToOUK
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Full Bloomberg Interview: Oaktree's…
The skinny
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