active management

2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 4, 2026 by Howard Marks · across every show →

Everything said about active management, oldest first

May 4, 2026 neutral
Insight
Marks: Psychological barriers prevent most investors from buying during market panics
“The bad times create an opening for active management. But it's still hard, and not many people can do it well. Why do bad times create an opening? Because panic drives down, let's say, stock prices. But the same panic causes most people to panic, which means …”
Howard Marks May 4, 2026 ▶ 1:13:07 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath
May 4, 2026 negative
Insight
Marks: Indexation won because active management was bad, not because indexing is great
“My answer is that indexation has taken over as it has, not because it's so good, but because active management was so bad.”
Howard Marks May 4, 2026 ▶ 1:12:28 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath
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