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Shall We Repeal the Laws of Economics – Part III
Published 2 weeks, 1 day ago
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Podcast: The Memo by Howard Marks (LS 54 · TOP 0.5% what is this?)
Episode: Shall We Repeal the Laws of Economics – Part III
Pub date: 2026-09-22
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The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Episode: Shall We Repeal the Laws of Economics – Part III
Pub date: 2026-09-22
Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization
In his latest memo, Howard Marks discusses recent attempts to rein in long-dated government bond yields. He affirms that the only sustainable solution is responding to the underlying factors pushing interest rates up, even if politically uncomfortable. Any other method simply represents an attempt to override the laws of economics – and that never works.
The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.