Howard Marks
Oaktree Capital Management
2 interviews in Graham & Doddsville.
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Fall 2017
Howard on the rise of passive and quant strategies and what happens to price discovery and second-level thinking if they keep growing. He also talks about standing apart from the herd and investing in emerging markets.
Macro and marketsInternational -
Fall 2009
Howard on starting at Citibank in its 'nifty fifty' years, why he disliked being director of research, and the philosophy behind Oaktree and his memos: do an excellent job at a few things.
CreditDistressedCareer advice