market cycles

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

Everything said about market cycles, oldest first

May 4, 2026 neutral
Insight
Marks: Real-World Cycles Occur Predictably Despite Variable Timing and Amplitude
“Patterns in the real world, the non, non-scientific, non-mechanical world Certainly aren't regular, but they do occur ups and downs. They do it predictably, but not necessarily predictable in time or predictable in amplitude, but they certainly occur predictab…”
Howard Marks May 4, 2026 ▶ 27:55 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath
May 4, 2026 neutral
Insight
Marks: Market cycles are behavioral excesses and corrections, not just ups and downs
“Rather than thinking of cycles as ups and downs, which I think most people do, think of them as excesses and corrections.”
Howard Marks May 4, 2026 ▶ 17:31 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath
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