Howard Marks
Mentioned in 4 analyzed podcast episodes across 4 shows
Founder of Oaktree Capital known for his contrarian investing philosophy and analysis of market cycles. Referenced across investment and business podcasts for his analytical approach to evaluating companies and market valuations, as well as his influential writing on value investing. Frequently cited by prominent investors for his perspectives on investment multiples and economic trends.
Episode Appearances
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
“Oaktree Capital founder, shared insights on market cycles and contrarian investing approach”
Cheeky Pint · Feb 17, 2026
Ramp founder Eric Glyman on the many ways AI is changing corporate spending
“Investment manager referenced for 'it depends' analytical approach to business questions”
Tetragrammaton with Rick Rubin · Feb 11, 2026
BIll Gurley
“Investor and author whose work on value investing influenced Gurley's early career; known for sharing insights through writing”
BG2Pod with Brad Gerstner and Bill Gurley · Oct 14, 2025
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner
“Investor; noted that AI multiples are too low for bubble narrative to be credible”