Behind The Memo: On Bubble Watch
In the latest episode of Behind the Memo, Howard discusses his recent memo, On Bubble Watch, which revisits a subject he first wrote about 25 years ago. He delves into the investor psychology that underpins a market bubble, and assesses the danger of letting excitement and fear of missing out override risk aversion. You can listen to or read the Memo here (https://www.oaktreecapital.com/insights/memo/on-bubble-watch).
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How long is this episode of The Memo by Howard Marks?
This episode is 25 minutes long.
When was this The Memo by Howard Marks episode published?
This episode was published on February 27, 2025.
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