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The Rewind: Uncertainty

The Rewind: Uncertainty

FromThe Memo by Howard Marks


The Rewind: Uncertainty

FromThe Memo by Howard Marks

ratings:
Length:
61 minutes
Released:
Dec 20, 2021
Format:
Podcast episode

Description

Howard reflects on this memo originally published on May 11, 2020.  Writing near the beginning of the Covid-19 crisis, he discusses the power of saying “I don’t know” and the danger of confirmation bias.  Drawing on the insights of thinkers from Voltaire to Albert Einstein, Howard explains why he believes having intellectual humility is essential for outstanding investing.   You can read the memo here (https://www.oaktreecapital.com/docs/default-source/memos/uncertainty.pdf).The memo is read by LJ Ganser.
Released:
Dec 20, 2021
Format:
Podcast episode

Titles in the series (53)

On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.