Howard Marks in Podcasts
personHoward Marks is a renowned American investor and co-founder of Oak Tree Capital Management.
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My guest today is Howard Marks.
Is it still defensive, Howard, if you're looking at credit spreads that are the tightest since 1998?
Howard, there's a quote you use in this memo.
And Howard, I think a lot of people point to, in terms of the echoes of the late 90s, the tech sector of the market as being the most overvalued.
When you talk about liking, Howard, maybe liking these assets a little bit too much, can you put into perspective the last time you saw this type of environment that left you thinking maybe some of the opportunities aren't as great when it comes to buying some of these assets at current valuations?
Howard, can you share your thoughts with us?
Howard, welcome to the programme, sir.
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