Howard Marks
2 podcast appearances
Howard Marks has appeared on 2 podcast episodes on shows including My First Million. Their conversations explore s&p 500, pe ratio, investment strategy, market valuation, and related subjects. Browse all appearances below for AI-generated summaries, key takeaways, and notable quotes.
Topics Howard Discusses
All Appearances — Ranked by Insight (2)
My First Million
Why the Best Trades Always Feel Wrong | Howard Marks
The most opportune times to buy investments occur when conditions are at their worst, marked by "lowest consensus," high uncertainty, pessimism, fear, and conservatism.
My First Million
Howard Marks: The S&P500 Is a Bad Bet Right Now
A JP Morgan chart from late 2024 shows a negative correlation between the S&P 500's PE ratio at purchase and its subsequent 10-year annualized return.
Episodes ranked by insight density — scored on key takeaways, concepts explained, and actionable advice. AI-generated summaries; listen to full episodes for complete context.