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Howard Marks is a legendary investor and co-founder of Oaktree Capital Management. Whenever he publishes one of his memos to investors, everybody pays attention, including Warren Buffett, one of his most avid readers.
In Marks’ latest memo called Sea Change, he describes a radical change in markets that is happening right now. In this video, I examine his memo and discuss why he thinks we will need to change our investment strategies to outperform in the years ahead.
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All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.