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COVID-19 crisis

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 30, 2020 by Howard Marks · across every show →

Everything said about COVID-19 crisis, oldest first

Mar 30, 2020 neutral
Assertion Supported
Marks: COVID-19 downturn is not driven by a credit bubble
“This time around, we are not coming off a bubble. The banks are much less leveraged. And there's no analog as deficient in substance as the subprime mortgage.”
Howard Marks Mar 30, 2020 ▶ 6:30 20VC: Howard Marks on How COVID-19 Impacts Our Economy, Liquidity and National Debt, Why The Theory of Falling Knives and Market Bottoms is Wrong & Why The Best Investors Are Fundamentally Unemotional
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