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Howard Marks
Mentioned in the context of an investor who was never in the top half in any given year but achieved top 4% over a 20-year period due to consistency.
Common Themes
Videos Mentioning Howard Marks
Anthony Pompliano: Bitcoin | Lex Fridman Podcast #171
Lex Fridman
An investor and writer, noted for initially being anti-Bitcoin but later writing about it (due to his son's involvement, which provided family exposure) and reducing career risk for other investors.
Legendary Investor Bill Gurley on Investing Rules, Insights from Jeff Bezos, Must-Read Books, & More
Tim Ferriss
Co-founder of Oaktree Capital, known for archiving his thought process and successful macro investing; recommended by Bill Gurley for his insights.
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
All-In Podcast
Mentioned as a famous bond investor whose observation about the venture industry being systematically set up to rise and crash was a key influence on Bill Gurley's thinking.
Jim Collins — Good to Great — The Knowledge Project #67
The Knowledge Project Podcast
Investor and author whose insights on thinking about different pieces and cycles were praised by Jim Collins. Marks's emphasis on downside risk protection in investing is highlighted.
Howard Marks | The Knowledge Project #53
The Knowledge Project Podcast
Co-chairman and co-founder of Oaktree Capital Management, known for his investment memos and contrarian philosophy.
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
All-In Podcast
An investor whose elegant letter emphasized the fundamental differences between investing in equities and bonds.
Jimmy Wales - Wikipedia’s Real Genesis Story, The Questioning Mind, and More | The Tim Ferriss Show
Tim Ferriss
An investor and author known for his memos that discuss investment strategies and cognitive biases.
How to Win in the Startup World — Mike Maples and Andy Rachleff | The Tim Ferriss Show
Tim Ferriss
Founder of Oaktree Capital and an investment idol of Andy Rachleff, known for his insights on consensus and non-consensus investing.
Peter Mallouk — Exploring the Worlds of Investing | The Tim Ferriss Show (Podcast)
Tim Ferriss
A legendary investor mentioned in Tim Ferriss's podcast as someone who despite being cautious, remains invested, illustrating the difficulty of market timing.
Nick Kokonas Interview | The Tim Ferriss Show (Podcast)
Tim Ferriss
An investor who also brought up Nassim Nicholas Taleb's 'Fooled by Randomness' in a conversation with Tim Ferriss.
Howard Marks on the US Dollar, Three Ways to Add Defense, and Good Questions | The Tim Ferriss Show
Tim Ferriss
Co-chairman and co-founder of Oaktree Capital Management, author, and investor, appearing as a guest to discuss investment strategies and market analysis.
Morgan Housel: What You Need to Master (And Avoid) to Get Rich, Stay Rich, and Build Wealth
The Knowledge Project Podcast
Mentioned in the context of an investor who was never in the top half in any given year but achieved top 4% over a 20-year period due to consistency.