霍华德 马克斯Howard Marks Investing Bonds and Risk

金融亿万富豪 - 霍华德·S·马克斯 - Oaktree Capital 橡树资本

Billionaire Howard Marks: Investing, Bonds and Risk

An interview with billionaire investor and Co-founder of Oaktree Capital's, Howard Marks. In this interview Howard discusses topics from his book, The Most Important Thing. Topics range from his investment strategy to how Howard views risk and bonds.

0:00 Introduction
0:55 Failing to learn the lessons of history 
6:15 Black Monday 1987
9:09 The Tech bubble/ High yield bond 
15:37 Financial crisis 2007/8
20:36 Risk
25:25 Knowing what you don’t know
33:50 Having a sense for where we stand
36:55 Luck
46:35 Building Oaktree capital
49:34 What qualities do you look for in people
52:35 Succession