Mentioned On
Episode Mentions
My First Million · Jul 15, 2026
Howard Marks: 80 years of investing wisdom in 46 minutes
“Howard Marks' investment firm co-founded with Bruce Karsh in 1995; raised $11B distressed debt fund in 2008”
AI Autonomy and Unpredictability in Investment Decision-MakingSecond-Level Thinking and Variant Perception in InvestingRaising Capital During Market Dislocations
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Odd Lots · Apr 27, 2026
What's Actually Going On With Private Credit
“Distressed specialist raising special opportunities funds to acquire stressed/distressed private credit loans from redemption-pressured managers”
Private Credit Market Structure and GrowthPost-2008 Banking Regulation and Capital RequirementsLeverage Multiples and Underwriting Standards
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TBPN · Feb 26, 2026
NVIDIA Earnings, Nano Banana 2, Block Cuts 20% of Workforce | Kenn Ricci, Howard Marks, Yash Patil, Scott Morton, Fan-Yun Sun, Adam Draper & Doug Bernauer, Sammy Azdoufal
“Investment firm led by Howard Marks, focused on credit markets and contrarian investing”
NVIDIA earnings analysisDJI vacuum security breachBlock workforce reduction
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