Invest: Howard Marks: „Wir werden mehr Pleiten und Restrukturierungen sehen“
Der Investor spricht im Podcast über die Konkurrenz ums Kapital und die Folgen von höheren Zinsen für Private-Equity-Investoren.
Howard Marks, co-founder and co-chairman of Oaktree, is actively investing when many others are fearful. He gained fame for investments in distressed debt and high-yield bonds. In the TradeTalks Invest podcast, Marks discussed the consequences of rising interest rates. "We will see more bankruptcies and restructuring," Marks believes, who previously predicted the Dotcom bubble and the financial crisis.
He, however, prepares himself to "be much more active" and finds "better opportunities to deploy money." Oaktree has recently launched a series of large funds. At 80, Marks is known for his "memos," which are well-researched market analyses he has been writing since 1990 and are mandatory reading on Wall Street. Even Star-Investor Warren Buffett is among the regular readers.
In the podcast, Marks also talks about his view on the anxiety surrounding Artificial Intelligence (AI) and how savvy investors should behave off the beaten track of fleeting fads. Listen to the new episode here with a TradeTalks Invest subscription.
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