Howard Marks’ Sea Change
Posted: December 31st, 2022, 11:59 am
"Radical Change in Markets: Howard Marks’ Sea Change":
https://www.youtube.com/watch?v=RREu7lEb0nM
Another good video. The main take away for me is that interest rates are unlikely fall back to the recent low levels. That is negative both for bonds and for equities.
https://www.youtube.com/watch?v=RREu7lEb0nM
Another good video. The main take away for me is that interest rates are unlikely fall back to the recent low levels. That is negative both for bonds and for equities.