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Howard Marks of Oaktree Capital Management discusses investing during a regime change. For most of us in the investment community, Howard needs no introduction. He is somebody we have looked forward to hosting for quite some time and I couldn’t think of anybody better to kick off year five of the Investors First Podcast.
In today’s episode, we cover the various phases of Howard’s career. We then discuss the beginning of his time in high-yield debt and how the shift to a risk-return framework for fiduciaries forever changed the investing profession. We also discussed his famous memos and his important thoughts on the Sea Change we are currently experiencing in markets and much more. We are truly grateful for the time Howard offered and he was everything we expected and then some.