Immediate Trade

7 to 108 Billion

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Greg P
Greg P
Posted underFederal ReserveHoward MarksOaktree Capitalprivate creditprivate equity

Howard Marks discusses the upcoming sea change in financial markets and the potential implications for investors. He highlights the shift from declining or ultra-low interest rates to a higher interest rate environment, stating that credit instruments may provide equity-like returns and become more attractive. Marks reflects on his career at Oaktree and the growth of the firm, emphasizing the importance of his investment memos based on experiences and observations. He also discusses the benefits of investing in distressed debt and addresses concerns about potential defaults and the US government’s ability to pay off its debt. Marks shares his thoughts on the fascinating nature of the investment field and cautions against the common mistake of trying to predict the future. 

TaggedInterest Rates

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