Today we host Howard Marks of Oaktree Capital Management. 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. We could go on and on about his track record, whether it be his time at the University of Pennsylvania or the University of Chicago, his firm’s investment performance, or his various professional achievements, but we must note that Howard is a fellow CFA charter holder (circa 1975).
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.
Today's hosts are Steve Curley, CFA (Founder, 55 North Private Wealth) & guest host Chris Cannon, CFA (Chief Investment Officer, FirsTrust).
Please enjoy the episode. Follow us on Twitter & LinkedIn.
Vincent Milhau, PhD, EDHEC Risk Institute: The Future of Goals Based Investing
Bill Brewster, CFA: Value, Robinhood and #FinTwit
Mike Welker, AndCo Consulting: Redefining Institutional Consulting With A $100B+ Trend Setter
Anthony Scaramucci, SkyBridge Capital: The Mooch - Unfiltered
Tamar Frankel, Boston University: State of The Union With The Godmother of Fiduciary
Dr. Campbell Harvey, Duke University: DeFi, Gold, Crypto & Undefeated Record of Yield Curve Indicator
Dr. Gio Valiante, Performance Coach: The Art of Performance in Investing, The PGA Tour, & The NFL
Meb Faber, Cambria Investments: Quantitative Investing, $TAIL Risk & Tim Tebow
Marko Papic, Clocktower Group: Biden Presidency, Buenos Aires Consensus & Generating Geopolitical Alpha
Adam Davidson & Frank Garcia, CFA: Building Things That Last, Seeking Out Your Next Project, & The Future of Work
Jay Ritter & Steve Curley, CFA: "Mr. IPO" on SPACs, Direct Listings, & Public vs. Private
Stuart Lucas, CFA & Steve Curley, CFA: Tax Alpha Amid a Changing Tax Regime
Annie Duke & Steve Curley, CFA: Tracking Error, Career Risk, & How to Decide
Mark Yusko & Chris Cannon, CFA: Road Trippin', Tiger Cubs, & Satoshi Nakamoto
Morgan Housel & Steve Curley, CFA: The Psychology of Rational Economic Man
John Streur & Steve Curley, CFA: ABCs of ESG with Calvert's CEO
Tyrone Ross & Frank Garcia, CFA: Financial Literacy, Poverty in America, & Bitcoin's Potential
Christine Benz & Steve Curley, CFA: Personal Finance & Retirement Readiness
Scott Young & Steve Curley, CFA: Ultralearning: Fast Track the CFA, MIT Degree, or Second Language
Chris Cannon, CFA & Michael Falk, CFA: Six Deadly Sins of Investing
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast