Howard Marks
Person
Howard Marks is an American investor, author, and co-founder of Oaktree Capital Management, known for his writings and memos on risk, cycles, distressed debt, and investment discipline. He is associated with the concept of avoiding permanent loss of capital.
2 episodes featuring Howard Marks
How I Invest with David Weisburd
AQR investor challenges portfolios built on hidden equity risk
Peter Hecht argues that resilient portfolios require understanding their underlying exposures, testing signals rigorously, and diversifying beyond familiar stock-and-bond mixes.
Sep 9, 2026 · 1h 8m
How I Invest with David Weisburd
AI makes founder judgment more valuable than pedigree
As AI lowers the cost of building software and concentrates venture capital, investors must separate durable founder qualities from fashionable signals.
Sep 4, 2026 · 1h 3m