RWH002: Investing Wisely in an Uncertain World w/ Howard Marks

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
IN THIS EPISODE, YOU'LL LEARN:

  • 04:31 - How Marks was shaped by his first experience of a stock market bubble and crash.
  • 12:04 - How conversations with his son have led him to modify his investment principles.
  • 18:20 - Why he came to believe that buying cheap assets is the key to successful investing.
  • 26:01 - What is his view of the current investment environment?
  • 36:37 - Why Marks regards emotion as the “greatest enemy” of superior investing.
  • 48:40 - How to invest successfully in a period of high inflation.
  • 54:48 - Why Marks now believes that his “knee-jerk skepticism” about Bitcoin was wrong.
  • 58:43 - Why Marks is bullish on China at a time when most foreign investors are running scared.
  • 01:04:03 - Why moral values like integrity, candor, and fairness are essential to a good life.
  • 01:14:00 - How to succeed by playing to your own strengths and living life on your own terms.



*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.



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