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Other great Value Investor videos:⬇
Joel Greenblatt: Value Investing for Small Investors:http://bit.ly/JGreenblattVid
Seth Klarman on Value Investing, Investment Strategies and Advice for Success:http://bit.ly/SKVid
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Video Segments:
0:00 Introduction
0:30 Low interest rates
2:31 Economic indicators
4:21 Why are prospective returns low
6:17 Risk and return
9:45 Investors have taken on more risk
13:55 How are high returns achieved with low risk
15:03 How to avoid extremes of the market
18:46 Aggressive and cautious investing
20:15 Losing money and missing opportunity
24:06 How should you invest in a low return world
26:56 Pursuing superior returns
30:01 To be an active manager, markets must be inefficient and people have the skills to spot this
31:41 Start of Q&A
32:01 The line between inefficiencies and efficiency in today’s markets with ETFs?
39:00 How do you distinguish between market timing and cycles?
42:10 Optimal structure to capture market inefficiencies?
47:18 Do you think the FED will raise interest rate?
50:13 Do stocks and bonds have different cycles?
55:10 Why did the market collapse in the fourth quarter?
1:00:22 Does awareness of the current point in the cycle prolong the cycle?
Howard Marks Books ???????????? (affiliate link)
The Most Important Thing:http://bit.ly/MostImportantThingHM
Mastering The Market Cycle: http://bit.ly/MasteringTheMarketCycle
Howard Marks Favourite Books????
Winning the Loser’s Game:http://bit.ly/WinningTheLosersGame
A Short History of Financial Euphoria:http://bit.ly/FinancialEuphoria
Fooled by Randomness:http://bit.ly/FooledByRandomnessHM
Interview Date: 22nd February, 2019
Event: CFA Society Chicago
Original Image Source:http://bit.ly/HMarksPic16
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