Howard Marks, every mention
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every year anyone Ian Charles 9Jon Harris 7Morgan Housel 6Ted Seides 5Tim Recker 3Jim Williams 3Mark Baumgartner 2David Salem 2Brian Portnoy 2Tom Bushey 1
Verbatim, from the transcripts: the passages where Howard Marks comes up
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- ▶ 58:43 Jon Harris Howard Marks still. 3 times in the scene
David Salem - Investment Wisdom from the Owner's Box (EP.409)
- ▶ 31:54 David Salem I've interacted a little bit with Howard Marks over the years. 2 times in the scene
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 35:15 Mike Maples, Jr. So the fact that Zoom is a company, Howard Marks would say, who doesn't know that?
Morgan Housel – Same as Ever (EP.359)
- ▶ 28:29 Ted Seides You have a chapter called Tiny and Magnificent, which has this wonderful story that Howard Marks talks about compounding. 3 times in the scene
- ▶ 53:58 Morgan Housel So two that stuck out, I had emailed a little bit with Howard Marks before the book came out. 6 times in the scene
John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294)
- ▶ 14:27 John-Austin Saviano Howard Marks, everyone else would say, if you want to have truly differentiated results, you have to be doing something really quite different than what everyone else is doing.
Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279)
- ▶ 1:04:05 Farouk Miah And then subsequent to that, obviously Howard Marks, Buffett, et cetera, but Peter Lynch and one up on Wall Street was a big one.
Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
- ▶ 31:41 Sarah Samuels There's a great Howard Marks piece from several years ago that talks about second-level thinking, but you have to be comfortable being a little weird, a little out there, a little different and bold when you're doing this second-level…
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 19:34 Josh Friedman If you're trying to build a business, I remember when our good friends, Bruce Karsh and Howard Marks left Trust Company in the West to start Oak Tree and almost instantly had more capital than we did, or at least as much, and we had…
Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
- ▶ 1:11:17 Ian Charles Number two is Howard Marks. 9 times in the scene
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
- ▶ 1:02:16 Jon Harris He was giving me Howard Marks letters early nineties and, you know, just watching him evolve. 2 times in the scene
Eli Casdin – Casdin Capital (Manager Meetings, EP.02)
- ▶ 16:29 Eli Casdin Someone said this at Alliance Bernstein, and I later learned that it was a Howard Marks comment, but the difference between too early and wrong is slight, right?
Ted with Patrick O'Shaughnessy – Lessons from the World's Elite Money Managers (Capital Allocators, EP.184)
- ▶ 26:44 Ted Seides There've been very interesting pieces recently by, in succession, Jeremy Grantham, Cliff Asness, and Howard Marks on this value versus growth spectrum. 2 times in the scene
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
- ▶ 15:25 Greg Fleming And remember, there was a famous piece written by, it might have been Howard Marks, called Where's Waldo?
Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
- ▶ 1:01:40 Jon Harris Some are wrong, but the one I think is probably cliche, and probably others have said it, but I've been fortunate to be reading Howard Marks' piece since 1999, and have a relationship, been fortunate, and he sent us some nice emails from… 2 times in the scene
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 59:15 Ash Williams The most important thing, I think, and I sound like I'm quoting Howard Marks, you know, he wrote the book, The Most Important Thing, and every single thing in that book, and there are like 30 of them, you can make an argument, it's the…
Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
- ▶ 1:06:53 Tim Recker Howard Marks is, his periodic writing is obviously phenomenal. 3 times in the scene
Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)
- ▶ 26:21 Ron Biscardi Howard Marks from Oaktree will be there, so it's pretty exciting for us to expand a little bit, but make no mistake about it, the key offering and the main reason that we've been able to attract the number of funds and investors, it's…
Tom Bushey – Launching a Hedge Fund (Capital Allocators EP.78)
- ▶ 51:55 Tom Bushey I never miss anything by either Jeremy Grantham or Howard Marks.
Mark Baumgartner – Luck, Risk and Uncertainty at the Institute for Advanced Study (Capital Allocators, EP.77)
- ▶ 12:47 Mark Baumgartner Howard Marks, a risk avoidance strategy is a return avoidance strategy, but you want to manage those risks.
- ▶ 58:05 Mark Baumgartner Howard Marks, absolutely.
Michael Batnick - The Best Investors and Their Biggest Mistakes (Capital Allocators, EP.71)
- ▶ 20:51 Michael Batnick I don't know if it's 11 or 12 in general theory, but everything that you hear from Howard Marks and all these guys really started with Keynes in this chapter.
Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
- ▶ 42:06 Brian Portnoy And so, um, Howard Marks has been incredibly influential in the way that I think about this.
- ▶ 50:47 Brian Portnoy Uh, Warren Buffett and Howard Marks have it wrong.
James Williams – Curating The Getty's Assets (Capital Allocators, EP.50)
- ▶ 1:16:52 Jim Williams The last one is Howard Marks, although I love teasing Howard that he's gotten to the stage in life where he quotes himself. 3 times in the scene