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The Memo by Howard Marks· Folge 45

Behind the Memo: Fewer Losers, or More Winners?

Mittwoch, 20. September 2023 · 31 min

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In the latest episode of Behind the Memo, Howard discusses his recent memo: Fewer Losers, or More Winners? He details the inspiration for the memo and explains why investors – like tennis players – need to consider their skill level, aspirations, and risk tolerance when asking themselves a fundamental question: Should I go for more winners, or try to avoid the losers?
You can listen to Fewer Losers, or More Winners? in the prior episode or read it here (oaktreecapital.com/insights/memo/fewer-losers-…) (oaktreecapital.com/insights/memo/fewer-losers-…).

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