Chapter
Balancing Offense and Defense in a Risky Markets
38:29 - 48:30 (10:01)
Howard Marks, the co-founder, and co-chairman of Oaktree Capital Management advises investors to be defensive in the markets as they face significant uncertainties and risks, while finding a balance between offense and defense. Defensive strategies include moving to cash, taking a more defensive asset allocation, or implementing more defensive tactics.
Clips
Howard Marks, Co-Chairman of Oaktree Capital Management, discusses ways to protect your portfolio in a risky market, including buying defensive stocks, relying on a more defensive manager, or investing in mutual funds that protect during down years.
38:29 - 44:17 (05:47)
Summary
Howard Marks, Co-Chairman of Oaktree Capital Management, discusses ways to protect your portfolio in a risky market, including buying defensive stocks, relying on a more defensive manager, or investing in mutual funds that protect during down years.
ChapterBalancing Offense and Defense in a Risky Markets
Episode#431: Howard Marks on the US Dollar, Three Ways to Add Defense, and Good Questions
PodcastThe Tim Ferriss Show
The speaker talks about investing in distressed debt and how it includes high-yield bonds, leveraged loans, convertible bonds, and emerging market debt.
44:17 - 48:30 (04:13)
Summary
The speaker talks about investing in distressed debt and how it includes high-yield bonds, leveraged loans, convertible bonds, and emerging market debt. In times of high defaults among these types of debt are good opportunities to invest in distressed debt.