Howard Marks, every mention
6 scenes (2022) · ← back to Howard Marks
tap a year for its mentions
every year 2022 anyone Harry Stebbings 22Bill Gurley 16Mike Maples 7Michael Eisenberg 3Scooter Braun 2Mitchell Green 1Julio Vasconcellos 1Everett Randle 1
Verbatim, from the transcripts: the passages where Howard Marks comes up
Julio Vasconcellos: Scaling to $100M and 1,200 Employees and then Cratering | 20VC #928 · 20VC with Harry Stebbings
- ▶ 40:11 Julio Vasconcellos Sort of the, the, the Howard Marks, uh, two by two matrix.
20VC: 13 of the Great Investing Minds on When to Pay Up vs When To Remain Disciplined and Walk Because the Price is too High: The Ultimate Guide to Price Sensitivity
- ▶ 5:39 Bill Gurley I think I told you this on a previous call, but I had this amazing meeting with, with Howard Marks, where he asked me to explain the venture industry to him afterwards. 3 times in the scene
20VC: The Memo: Bill Gurley, Doug Leone, Keith Rabois; Investing Lessons from Prior Busts, How Their Investor Psychology Changed, What Can Be Applied To Today's Market
- ▶ 3:33 Bill Gurley Funny story, about two or three years ago, when interest rates were heading into unprecedented territory, I told my partners I needed to talk to some macro experts, and I did everything I could to find my way to Howard and Stan…
Fabrice Grinda: The First Person to Predict the Collapse of Credit Suisse? | 20VC #886 · 20VC with Harry Stebbings
- ▶ 45:02 Harry Stebbings I think one thing I find interesting here, I would love your thoughts on this, you know, Howard Marks said about the alignment between labor productivity and GDP in terms of when one increases, the other increases historically.
20VC: WTF Is Going On? 3 Outcomes for What Could Happen From Here; What Needs to Happen To Avoid Recession? Why Stagnation is Most Likely and What This Means for Startups and Venture & Why Catastrophe is More Likely Than Ever and Switzerland Could Be a "H
- ▶ 38:21 Harry Stebbings And one thing I find interesting here, I would love your thoughts on is, you know, Howard Marks said about the alignment between labor productivity and GDP in terms of when one increases, the other increases.
20VC: Former Governor of the Bank of England, Mark Carney on Why "Only the Niche Will Survive" in Crypto, How Governments and Central Banks Retain Control in a World of Decentralised Finance & The Winners and Losers in Crypto Exchanges and NFTs
- ▶ 28:55 Harry Stebbings I'm so pleased you brought this up because I love Howard Mars' memos. 3 times in the scene