19 min listen
The Pendulum in International Affairs
ratings:
Length:
29 minutes
Released:
Mar 23, 2022
Format:
Podcast episode
Description
Howard Marks’s latest memo connects two seemingly unrelated trends – Europe’s energy dependence and U.S. offshoring – to explain why the pendulum of companies’ and countries’ behavior may be swinging away from globalization and toward onshoring. This shift will likely create risk for investors but also opportunities.The memo is read by LJ Ganser.You can read the memo here (https://www.oaktreecapital.com/docs/default-source/memos/the-pendulum-in-intl-affairs.pdf).
Released:
Mar 23, 2022
Format:
Podcast episode
Titles in the series (53)
Introducing “The Rewind”: The Route To Performance by The Memo by Howard Marks