We Study Billionaires - The Investors Podcast

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

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Sinopse

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. BOOKS AND RESOURCES Join the e