The Memo by Howard Marks

The Rewind: What Does The Market Know?

Oct. 7, 2021

Howard reflects on this memo originally published on January 19, 2016. In the second episode of a two-part series, he discusses the problems with taking advice from the market. But he also draws on insights from his latest memo, Thinking About Macro, to consider what it means when the market does get it right. neither hosts nor alters podcast files. All content © its respective owners.