Podcast: The Memo by Howard Marks) (LS 52 · TOP 0.5% what is this?))Episode: Bull Market Rhymes)Pub date: 2022-05-26[Get Podcast Transcript →](https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/6d72c84f446548d2ae90931df2357057/¬es=Bull Market Rhymes))powered by Listen411) - fast audio-to-text and summarization
Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it. He discusses the role played by financial innovations like SPACs and cryptocurrencies and why he believes psychology, not fundamentals, primarily drives investment cycles – and likely always will.
The memo is read by LJ Ganser.
You can read the memo here) (https://www.oaktreecapital.com/docs/default-source/memos/bull-market-rhymes.pdf?sfvrsn=df8b4b66_9).
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