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11 May 2020 Multimedia

Thoughts on Working through a Dramatic Down Cycle

Howard Marks, CFA and John Authers

John Authers interviews Oaktree Capital co-chairman Howard Marks, CFA, on the impact of an exogenous event, like the global pandemic, versus past market cycles and crises; offensive and defensive investing strategies; and being a contrarian investor.

John Authers interviews Oaktree Capital co-chairman Howard Marks, CFA, to hear his thoughts on the market impact of an exogenous event, like the global pandemic, versus what we experienced in past market cycles and crises; offensive and defensive investing strategies; and what it means to be a contrarian investor.