51 min listen
Behind the Memo: The Pendulum in International Affairs
Behind the Memo: The Pendulum in International Affairs
ratings:
Length:
21 minutes
Released:
Mar 31, 2022
Format:
Podcast episode
Description
In the latest episode of Behind the Memo, Howard discusses the origins and important themes of his recent memo, The Pendulum in International Affairs. Howard explains why one of his favorite metaphors – the pendulum – can help investors understand psychology, markets and foreign policy.You can listen to The Pendulum in International Affairs in the prior episode or read it here (https://www.oaktreecapital.com/docs/default-source/memos/the-pendulum-in-intl-affairs.pdf?sfvrsn=53b17666_7).
Released:
Mar 31, 2022
Format:
Podcast episode
Titles in the series (53)
Thinking About Macro by The Memo by Howard Marks