On April 10, Howard Marks opened Oaktree Conference 2024 in Los Angeles with a deep dive into his sea change thesis, exploring the broad implications for the investment world. You can now watch an excerpt of this talk: https://lnkd.in/gDgpatPC Click here to read, watch and subscribe to Oaktree Insights: https://lnkd.in/gppRhcA
I like the analogy between interest rates and the weather.
really loved this, listened to it twice
Excellent speech and a must-watch for investors. How prescient John Mills was all those years ago
In the midst of the volatility and data watching, it is good to be able to look at the bigger picture....Thanks Howard and Oak tree ..
¡Qué evento tan interesante!
Great, thanks for sharing!