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4:48 How were you able to synthesize your perspective on markets?
8:50 Pattern recognition?
19:58 Aggressive vs defensive portfolio?
30:31 FAANG stocks and worst words in the world?
41:44 Start of Q&A
41:59 Definition of defensive portfolio?
44:04 What do you think about the rise in interest rates?
48:51 Financial companies investing with algorithms effect on cycles?
50:41 How do you view debt levels?
52:44 How do we know if the different market cycles will link up?
57:00 Insights on managing margin in market cycles?
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: 11th October, 2018
Original Image Source:http://bit.ly/HMarksPic12
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