Howard Marks, every mention
4 scenes (2022) · ← back to Howard Marks
tap a year for its mentions
every year 2022 anyone Bill Gurley 5Chamath Palihapitiya 2Jason Calacanis 1David Sacks 1Brad Gerstner 1
Verbatim, from the transcripts: the passages where Howard Marks comes up
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.