Oaktree's Howard Marks on China Opportunities, Trump's Cabinet, Market Sentiment

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  • Опубликовано: 21 ноя 2024

Комментарии • 102

  • @chrismckay9647
    @chrismckay9647 День назад +57

    God, this interviewer is SO trying to put words in his mouth! He is so much more insightful and mindful than her leading questions. Very insightful, in spite of her. Thank you, Mr. Marks!

    • @luk2k3
      @luk2k3 День назад +2

      she thought she is smart, but he is wise

    • @chrismckay9647
      @chrismckay9647 День назад

      ​@luk2k3 Yessir... Well said!

    • @user-ou8pe9it8j
      @user-ou8pe9it8j День назад

      Intelligence and experience say everything.

  • @thomasmerrill3585
    @thomasmerrill3585 День назад +51

    Younger people should study Mr. Marks he has wisdom.

    • @jakelamotta7904
      @jakelamotta7904 День назад +1

      I have done that and I am a big critic

    • @luk2k3
      @luk2k3 День назад

      all people

    • @PBandJJJJJ
      @PBandJJJJJ День назад

      @@jakelamotta7904. How so?

  • @maxjing61
    @maxjing61 День назад +23

    He's super level headed and number/proportion minded without ideological biases

  • @Pug318
    @Pug318 День назад +25

    I feel like the host was all over the place with her questions

  • @RickWatson-xu6gw
    @RickWatson-xu6gw День назад +122

    Given the current events, what’s the best strategy to capitalize on the market right now? I’m still considering diversifying my $400K stock portfolio to secure profits while reducing risk.

    • @A_francis
      @A_francis День назад +4

      Diversification and a thorough understanding of the market dynamics are crucial, especially during period also Keeping an eye on both the positive and cautionary signals can help investors

    • @benitabussell5053
      @benitabussell5053 День назад +3

      For me, I think engaging an investment adviser is the optimal approach for navigating the current stock market. I've been consulting with a coach and have seen my initial $450K grow to over $800K since Q2.

    • @RobbStonee
      @RobbStonee День назад +2

      I'm considering a switch but haven't been actively pursuing it. Could you suggest your advisor? I'd appreciate some assistance.

    • @benitabussell5053
      @benitabussell5053 День назад +2

      *Marissa Lynn Babula* is the advisr I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

  • @hansschmidt8292
    @hansschmidt8292 День назад +18

    Buffet is now holding almost 30% cash, the average from 2011 to 2023 was 15%.

    • @charliechengkn0924
      @charliechengkn0924 День назад +5

      @@hansschmidt8292 but that still translate to 70% in equity. echo to the point that it’s an aggressive and defensive play - if one think the current price is high, what to do is to trim down accordingly to how high it is. Getting out could be right for short term but could be wrong for long term

    • @hansschmidt8292
      @hansschmidt8292 День назад

      @@charliechengkn0924 I didn‘t say to get out. It is probably an investment that you should never sell. In case of a serious market correction they are very well positioned to use their cash to buy cheaper than stocks are trading now.

    • @slavishelf
      @slavishelf День назад

      If you listen carefully he only did that to hedge against a Democrat win and wanted to realize his apple gains in case there was a tax rate increase. Wouldn't be surprised if we hear in about a quarter that he's redeployed that capital now that Trump has won.

    • @thekevinc
      @thekevinc День назад

      he said he was cashing out for tax purposes (expected expiry of TCJA I believe)

    • @hansschmidt8292
      @hansschmidt8292 День назад

      @@thekevinc Yes, I know, he was expecting a capital gain tax increase. I guess valuation also played a role and there are speculations that he is going to retire soon and wants to give his successor more freedom. But….nobody really knows 😊 we‘ll see

  • @PBandJJJJJ
    @PBandJJJJJ День назад +1

    I think the interviewer is doing fine. Marks has such a calm, soothing voice, everyone talking to him looks hectic.

  • @djbrathiswaite
    @djbrathiswaite День назад +29

    This woman is the dumbest interviewer I have ever seen. Small minded questions fishing for impossible predictions and soundbites. A shame as Marks is a living investing legend.

    • @bakudandan9924
      @bakudandan9924 19 часов назад

      She's pretty and pretty much dumb. Seems to be all the rage these days...

  • @ati3473
    @ati3473 День назад +2

    Very wise & practical words

  • @eeeee49976
    @eeeee49976 18 часов назад +1

    actually , I think her question is good , she designed it. for most people

  • @handymanird1632
    @handymanird1632 День назад +1

    Wow, so much wisdoms. Thank you both so much! 👍

  • @joegage1255
    @joegage1255 21 час назад +1

    His job is to keep people invested in his funds. He would have a whole different speech if he was running a short hedge fund

  • @세상느긋해
    @세상느긋해 14 часов назад

    I love this video 😊

  • @nkwhph
    @nkwhph День назад +3

    Why does she have to be so loud... pretty obnoxious honestly!!

  • @johny-ql4wn
    @johny-ql4wn День назад +3

    attitude shouldbe milder like Mr. Marks

  • @sambadiop4740
    @sambadiop4740 День назад

    Good, good, efficiency is important for the government

  • @xiaohuijin4952
    @xiaohuijin4952 День назад

    This good interviewer doea not bring any bias into the interview.

  • @sidcoolguy7
    @sidcoolguy7 День назад

    what a measured man!

  • @KaiZ-l4u
    @KaiZ-l4u День назад +1

    Buffet's equity assets were reduced by 25% last year, while his cash pile doubled.

  • @wric01
    @wric01 23 часа назад

    Silver demand and low mining output says it's going up 25% by end of 2025. Metals safer than stock
    market.

  • @amirjon
    @amirjon День назад +2

    Well she is unbearable!

  • @HelloWorld-hb7yt
    @HelloWorld-hb7yt День назад +3

    I like the host. She asks all the right questions

  • @runebitz
    @runebitz День назад +3

    she is annoying

  • @RonvirBilkhu
    @RonvirBilkhu День назад

    Basically this guy is giving nothing away.

  • @evelynramos445
    @evelynramos445 День назад

    Share interest as self interest

  • @akecool4565
    @akecool4565 19 часов назад

    China's stock market is poised for a strong recovery and is expected to perform increasingly well in the future.

  • @evelynramos445
    @evelynramos445 День назад

    Share outs is at a loss a collective input and holding on interest

  • @royed31
    @royed31 День назад +2

    She is not a good presenter

  • @kiranpatel8035
    @kiranpatel8035 День назад +1

    GOOD JOB. Interviewer. LIKE

  • @underratedblastoise3908
    @underratedblastoise3908 День назад +1

    The interviewer is a DEI hire. No other explanation

  • @kioly_ah
    @kioly_ah День назад +1

    this women screaming at the 0:02- 0:03 is shit my pants...

  • @titusp9488
    @titusp9488 День назад +3

    Experienced world leading investor meets world leading ignorance / panic artist

  • @Blackreaperxx1
    @Blackreaperxx1 День назад

    NVIDIA still killing it with AI, but looks like Wall Street wanted even more. Tough

  • @jakelamotta7904
    @jakelamotta7904 День назад +2

    I read his books and watched all his interviews but I think he is wrong in some aspects. Long term investing is a lot riskier than lets say 1-2 years. It is not impossible to time the market. It is actually quite easy. The market is the best economist out there and if you listen closely you can time it pretty comfortably. Right now e.g. the reit sector is a bit frothy and utilities but other than that the market looks quite healthy. Marks, Buffett, Lynch etc made most of their money during a time in which you had time to do the analysis and then invest. But since 2000 things have changed. Soros used to say ,invest and then investigate‘. And ignoring things like the CCP and its communist agenda is a big mistake, too imo.

    • @thetjt
      @thetjt День назад

      Yes it's definitely possible to time the market and buy when its cheap. I guess what the saying is about is that you don't know in advance when it will get cheap, so having lots of dry powder could actually be losing on future gains.
      Anyways, I'm myself sort of forced to time the market because I may need the money in coming years... so I've been buying only fair priced stuff & bond etfs. Depends on one's situation & investing timeline I guess.
      Also, has to be noted that people are usually too scared to buy when cheap... everybody tells you they'll buy then but when the time comes they worry about the reason that has caused the stocks to go down...

    • @jakelamotta7904
      @jakelamotta7904 День назад

      @ I strongly recommend ‚technical analysis of stock trends‘ by mcgee and edwards. Makes life easier

  • @ianthesiow3013
    @ianthesiow3013 День назад +2

    US / America calls it "Liberation" instead of "Invasion". That was what US call it in Iraq, Afghanistan, Libya, Syria, Yemen, Somalia and the list goes on... Why the double standard? Confused... Please enlighten. Genuine question...
    Instances of the United States "liberated" or overthrowing, or attempting to overthrow, a foreign government since the Second World War. (* indicates successful ouster of a government)
    China 1949 to early 1960s
    Albania 1949-53
    East Germany 1950s
    Iran 1953 *
    Guatemala 1954 *
    Costa Rica mid-1950s
    Syria 1956-7
    Egypt 1957
    Indonesia 1957-8
    British Guiana 1953-64 *
    Iraq 1963 *
    North Vietnam 1945-73
    Cambodia 1955-70 *
    Laos 1958 *, 1959 *, 1960 *
    Ecuador 1960-63 *
    Congo 1960 *
    France 1965
    Brazil 1962-64 *
    Dominican Republic 1963 *
    Cuba 1959 to present
    Bolivia 1964 *
    Indonesia 1965 *
    Ghana 1966 *
    Chile 1964-73 *
    Greece 1967 *
    Costa Rica 1970-71
    Bolivia 1971 *
    Australia 1973-75 *
    Angola 1975, 1980s
    Zaire 1975
    Portugal 1974-76 *
    Jamaica 1976-80 *
    Seychelles 1979-81
    Chad 1981-82 *
    Grenada 1983 *
    South Yemen 1982-84
    Suriname 1982-84
    Fiji 1987 *
    Libya 1980s
    Nicaragua 1981-90 *
    Panama 1989 *
    Bulgaria 1990 *
    Albania 1991 *
    Iraq 1991
    Afghanistan 1980s *
    Somalia 1993
    Yugoslavia 1999-2000 *
    Ecuador 2000 *
    Afghanistan 2001 *
    Venezuela 2002 *
    Iraq 2003 *
    Haiti 2004 *
    Somalia 2007 to present
    Honduras 2009 *
    Libya 2011 *
    Syria 2012
    Ukraine 2014 *
    2014 - 2022 - 9 countries yet to verify.
    Pakistan 2022 *
    Haiti 2022 *
    Niger 2023
    Haiti 2024
    Congo 2024 *

  • @lastChang
    @lastChang День назад +5

    Opportunity in China 🇨🇳?
    The West decoupling from China is *irreversible.*

  • @sat_lok_
    @sat_lok_ День назад +1

    The host wasn’t as bad as many are saying

  • @Daniel-zr4pk
    @Daniel-zr4pk День назад +1

    girl chill you scare the man we see your color

  • @wyericc
    @wyericc День назад

    I cannot agree more on his comments about getting out.

  • @varun_n1729
    @varun_n1729 День назад +1

    Interviewer 🤡

  • @bRANKLATA1
    @bRANKLATA1 Час назад

    Bloomberg do yourself a favor and get someone else interview people of Howard Marks caliber.

  • @tonyassamoi9688
    @tonyassamoi9688 День назад +2

    The interviewer was trying so hard, that was awful

  • @ElLotdog
    @ElLotdog День назад +1

    Anchor is terrible interviewer

  • @prat-man
    @prat-man День назад

    Black Chyna

  • @austinvalentine1221
    @austinvalentine1221 8 часов назад

    very hard to make a wise man say soundbites for clicks on TV

  • @evelynramos445
    @evelynramos445 День назад

    Taking the fat lean

  • @jaym9846
    @jaym9846 День назад

    Can funny money make tulips worth trillions?

  • @Ryan_Tinney
    @Ryan_Tinney День назад +2

    This interviewer is horrible. Come on Bloomberg please do better.

  • @RogerYeahmon
    @RogerYeahmon День назад +1

    one of the few yank zionists i can listen to

  • @anandp3991
    @anandp3991 12 часов назад

    This host has no idea about investing or Howard or interviewing. Wasted time.

  • @evelynramos445
    @evelynramos445 День назад

    ESG is not selfish interest yet eco interest share profits

  • @gregweiss9359
    @gregweiss9359 9 часов назад

    Horrible interviwer

  • @evelynramos445
    @evelynramos445 День назад

    Innovation work not for free

  • @recursion.
    @recursion. 14 часов назад

    who is this mariah carrie looking ahh

  • @evelynramos445
    @evelynramos445 День назад

    We are examplary at a price

  • @evelynramos445
    @evelynramos445 День назад

    Land of patent a cap on one's labor

  • @evelynramos445
    @evelynramos445 День назад

    Own chips

  • @JamesC-b9k
    @JamesC-b9k День назад +1

    Howard's remarks is bias to the upside.

  • @connorchapais856
    @connorchapais856 День назад

    This interviewer sucks

  • @cdes68
    @cdes68 День назад +2

    The Trump cabinet is a parody of competence.

  • @thevideowatcher
    @thevideowatcher День назад

    15sec into the interview and 'm sure, she is a awful interviewer. Geeez!

  • @birchbarkmann
    @birchbarkmann День назад

    Diet Dalio

  • @davidgardner4787
    @davidgardner4787 День назад

    Basically, i manage billions of dollars and I don't know s***.

  • @realgood537
    @realgood537 День назад

    buffet is almost a 100 years old. he is so detached from what's driving the markets today. he doesnt understand ai companies. he hates bitcoin and it is performing wonderfully. most of his life he has palyed it safe with banks. insurance and energy companies. he was hoping for a crash to scoop up cheap stocks but markets continue to push higher. markets will likey to go higher from here until at least early 2026.