Howard Marks, every mention
6 scenes · ← back to Howard Marks
tap a year for its mentions
every year anyone Bill Gurley 5Chamath Palihapitiya 2Jason Calacanis 1David Sacks 1Brad Gerstner 1
Verbatim, from the transcripts: the passages where Howard Marks comes up
Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
- ▶ 44:26 Chamath Palihapitiya Because, you know, Howard Marks, his letter, uh, he, he had an investment letter that he published this week. 2 times in the scene
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
- ▶ 1:14 Bill Gurley I had a meeting once with Howard Marks, who I'd wanted to meet for a long period of time. 4 times in the scene
- ▶ 11:31 Bill Gurley You know, back when, um, back when I had that conversation with Howard, I started doing some more research.
- ▶ 37:03 Brad Gerstner A massive amount of research that's been done that Buffett and Marx and many others have quoted that your ability to calculate risk goes down when you see a bunch of other people doing that thing, right?
E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
- ▶ 12:31 Jason Calacanis And I was just thinking about what Bill Gurley would always say, which I think is a Howard Marks quote, you can't eat IRR.
E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing
- ▶ 21:34 David Sacks That's the common denominator, whether it's like Howard Marks or Warren Buffett or Charlie Munger, whoever they're, they're all like great investors or whatever, but they're not technologists and it's a blind spot.