second level thinking

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

Everything said about second level thinking, oldest first

May 4, 2026 positive

Insight

Howard Marks: Contrarian thinking must be different and better than consensus

“Second level thinking or contrarian thinking is not just different from the herd. That's not enough. It has to be different from the herd and better.”

Howard Marks May 4, 2026 ▶ 1:30:27 Howard Marks: AI, Debt vs Equity & The Next 40 Years Of Investing | Nikhil Kamath | People by WTF · Nikhil Kamath

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second level thinking

Everything said about second level thinking, oldest first

Turn any episode into a week of clips.