46 min listen
Behind the Memo: The Illusion of Knowledge
Behind the Memo: The Illusion of Knowledge
ratings:
Length:
23 minutes
Released:
Sep 13, 2022
Format:
Podcast episode
Description
In the latest episode of Behind the Memo, Howard discusses key themes from his recent memo, The Illusion of Knowledge. He explains why creating helpful macro forecasts is so challenging and why “thinking about macro” and forecasting aren’t the same thing. You can listen to The Illusion of Knowledge in the prior episode or read it here (https://www.oaktreecapital.com/insights/memo/the-illusion-of-knowledge).
Released:
Sep 13, 2022
Format:
Podcast episode
Titles in the series (54)
The Rewind: Dare to Be Great II by The Memo by Howard Marks