Episode Details

Howard Marks just released a brand new memo where he breaks down whether the stock market is in a bubble.

He wrote a similar memo exactly 25 years ago, in January 2000 called bubble.com, outlining his concerns that internet stocks, and the broader US stock market, were primed for a cataclysmic crash.

Just a few months later, it began, 3 straight years of negative stock market returns and a cumulative return of just 9% for the 11 year period of 2000 to 2011.

What does he see in the stock market today?

The memo: https://www.oaktreecapital.com/insights/memo/on-bubble-watch

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Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Hamish Hodder.
Hamish Hodder is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the information relates to your unique circumstances.
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