43 min listen
Lessons from Silicon Valley Bank
ratings:
Length:
45 minutes
Released:
Apr 17, 2023
Format:
Podcast episode
Description
In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse. He argues that it likely doesn’t portend a wave of banking failures but may amplify preexisting wariness among investors and lenders, leading to further credit tightening and additional pain across a range of industries and sectors.The memo is read by LJ Ganser.You can read the memo here (https://www.oaktreecapital.com/insights/memo/lessons-from-silicon-valley-bank).
Released:
Apr 17, 2023
Format:
Podcast episode
Titles in the series (53)
The Rewind: Us and Them by The Memo by Howard Marks