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Howard Marks is a legendary investor and co-founder of Oaktree Capital Management. Whenever he publishes one of his memos to investors, everybody pays attention, including Warren Buffett, one of his most avid readers.

In Marks’ latest memo called Sea Change, he describes a radical change in markets that is happening right now. In this video, I examine his memo and discuss why he thinks we will need to change our investment strategies to outperform in the years ahead.

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Timestamps
00:00 Introduction
01:45 Sea Change 1: Risk vs Return
06:41 Sea Change 2: Falling Rates
11:31 Sea Change 3: Low Return To Full Return
13:49 The Outlook

Where Else You Can Find Me
🎧You can check out my weekly podcast all about investing here https://many-happy-returns.captivate.fm/listen
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Tools I Use To Create My Videos
✔️ My primary data source is SharePad and an affiliate link for this is here https://sharescope.co.uk/pensioncraftsp (This link provides new users with a special offer and gives me a small commission)
The rest of the tools I use are free open source software:
✔️ ggplot2 package in R for my plots
✔️ RStudio to edit and run R code
✔️ OBS to record my videos and live streams
✔️ Kdenlive to edit my videos

Take A Look At Some Of My Other Videos & Playlists
📹 Investment Strategies playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7Tci3mKU21drdoRFoNmIVbDd
📹 Economy & Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TcRVeX3peMN1UF-NRCIFsM2
📹 Behavioural Investing playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TfwB8Gt65VfbgP4YMW_ctYE
📹 Investing Strategies From Beginners To Advanced video https://youtu.be/IY86PS2ow74

DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.