Howard Marks interview

[racemize]

Marks interview on Bloomberg:

 

http://www.bloomberg.com/video/92131957/

 

towards the end, he talks about his view on the current state--neither at the top or the bottom, moving forward with caution.

 

Incidentally, has anyone looked into the Oaktree stock after IPO?

[manualofideas]

We sat down with Howard Marks for an hour recently. Here's an excerpt:

http://greatinvestors.tv/video/howard-marks-on-the-twin-pitfalls-of-overconfidence-and-lack.html

[Parsad]

Great little clip!  Couldn't agree more with Marks. 

 

By the way, John's site is really becoming I think one of the best sources for value investing interviews.  Cheers!

[Evolveus]

Yes, good clip. Marks has tremendous clarity when he speaks and writes. I thought he was indirectly touching on the "Art" of investing toward the end.