Howard Marks
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 10, 2025 by Bill Gurley · said 4 times in 2 episodes since 2025 · across every show →
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brought up most by Bill Gurley (3), Andrew Milgram (1)
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Everything said about Howard Marks, oldest first
Jun 10, 2025 bearish
Gurley: Copying David Swensen's 50% illiquid Yale model broke LP liquidity
“I would suggest that what we might be seeing is the exact result of everyone copying the Yale model. You know, Howard Marks famously said, you make a lot of money when you do something non-consensus and accurate. But what if everyone copies David Swenson? What…”