霍华德 马克斯Howard Marks Investment Philosophy

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

Billionaire Howard Marks: Investment Philosophy

An interview with billionaire distressed debt investor and chairman of Oaktree Capital, Howard Marks. In this interview Howard discusses how he invests in debt and the markets. Howard also talks about his mistakes and thoughts on movements in the market.

0:00 Introduction
0:03 Is it a hard time to invest for you?
1:10 The economy and higher asset prices
2:48 Can you explain the market activity?
4:08 Did you invest in the dip?
5:00 Investing in the financial crash
5:37 What do you look for in a investment?
6:30 Is there any territory left?
8:21 Is it getting harder to invest?
10:51 Is your experience your edge?
13:32 Doubleline investment
16:19 Mistakes
17:30 Businesses that can't be disrupted
20:00 Why take the company public?
21:35 Why are new companies reluctant to go public?