Investing with Oaktree Capital Management’s Howard Marks
Exchanges22 Jul 2022

Investing with Oaktree Capital Management’s Howard Marks

In this episode of Exchanges at Goldman Sachs: Great Investors, Howard Marks, Co-Chairman of Oaktree Capital Management, speaks with Goldman Sachs’ Katie Koch, Chief Investment Officer of Public Equity in Goldman Sachs Asset Management, about his investment philosophy, his views on market cycles and why investing is the “discipline of relative selection.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(610)

Private equity investing with Blackstone’s Joe Baratta

Private equity investing with Blackstone’s Joe Baratta

Blackstone’s Global Head of Private Equity Joe Baratta shares his outlook for the private equity industry, the macro environment today, and his evolution as a leader. Learn more about your ad choices....

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Will Fed policy trigger a US recession?

Will Fed policy trigger a US recession?

Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Res...

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Will Fed policy trigger a US recession?

Will Fed policy trigger a US recession?

Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Res...

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Women in the workforce: Analyzing the gains and gaps

Women in the workforce: Analyzing the gains and gaps

Twenty-five years ago, Goldman Sachs research analyst Kathy Matsui wrote a report about the Japanese economy called Womenomics, stating that future potential economic growth will depend on increased f...

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How a popular trade collapsed — and why it matters

How a popular trade collapsed — and why it matters

The rapid unwinding of the Japanese yen carry trade is rippling through global markets. Goldman Sachs Research’s Kamakshya Trivedi, head of Global Foreign Exchange, Interest Rates, and Emerging Market...

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Why recession fears are likely overblown

Why recession fears are likely overblown

Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why those concerns are likely overblown.  Learn more about your ad ch...

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TPG CEO Jon Winkelried on the evolution of private equity and alternative markets

TPG CEO Jon Winkelried on the evolution of private equity and alternative markets

“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried...

2 Aug 202443min

Can the US consumer stay strong?

Can the US consumer stay strong?

The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog,...

30 Jul 202421min

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