How to Navigate Market Cycles | Insights from Howard Marks (TIP562)

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Clay completes his review of Howard Marks’ book - Mastering the Market Cycle. Most investors aren’t aware of the cyclicality of markets and are prone to fall victim to greed and fear at the exact wrong times. Superior investors are aware of markets cycles, and position themselves to profit from them.

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IN THIS EPISODE, YOU’LL LEARN:
0:00:00 - Intro
0:01:02 - How Howard Marks thinks about the real estate cycle.
0:05:00 - Why cycles will continue indefinitely into the future.
0:12:18 - The three stages of a bull market and bear market.
0:13:19 - How Isaac Newton lost a fortune in the South Sea Bubble in 1720.
0:15:12 - The telltale sign to look for to almost be certain that you’re in a market bubble.
0:18:01 - Howard Marks’s thoughts on where we are at in the market cycle in 2023.
0:21:06 - How to know when is the appropriate time to position your portfolio aggressively and defensively.
0:25:02 - Why ‘silver bullets’ never pan out well for investors.
0:27:45 - Why Oaktree thinks timing market bottoms is a fool’s errand.
0:33:16 - Why success can bring the seeds of failure for many investors, companies, and sectors.

🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/e...

📖  BOOK MENTIONED:
Mastering the Market Cycle by Howard Marks: https://amzn.to/438bZ1Y

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