Howard Marks: How to make sense of today’s reality-defying markets
Update: 2025-09-05
Description
One thing most people assume about stock markets is that they're an accurate reflection of what's happening in the economy. Yet nothing about markets or politics feels typical right now. Despite global tariffs and unprecedented uncertainty, markets continue to soar. Howard Marks is co-chair of Oaktree Capital Management. He's something of a legend in the investing world and in-depth regular memos are must-reads among those in the industry and well beyond. He speaks with host Amanda Lang about what’s going and what it all means.
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