IFB255: Howards Marks and the Ongoing Sea Change

Welcome to the Investing for Beginners podcast. In today’s show, we discuss Howard Marks latest memo regarding the coming Sea Change in markets:

  • Howard Marks – Sea Change
  • How do interest rates impact investments?
  • Thinking about we account for the newer ways companies make money and how to value those changes
  • How to position a portfolio as a beginner during the Sea Change

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You can find the transcript of today’s show below:

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