asset valuation

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 20, 2020 by Howard Marks · across every show →

Everything said about asset valuation, oldest first

Jan 20, 2020
Insight
Marks: Asset prices reflect fundamentals combined with investor optimism
“If I could know only one thing, I would think I'd want to know how much optimism there is in the price. You know, prices are not the result of investment fundamentals. They're a result of the combination of fundamentals and psychology. And, you know, the highe…”
Howard Marks Jan 20, 2020 ▶ 12:50 20VC: Oaktree Capital's Howard Marks on The Most Important Skill An Investor Can Have, The Right Way To Think About Price Sensitivity & Where Are We At Today; Take More Risk or Less?
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