Howard Marks on China, Risk, and Interest Rates

Howard Marks on China, Risk, and Interest Rates

If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about risk To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change Host: Bill Mann Guest: Howard Marks Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie Franks Learn more about your ad choices. Visit megaphone.fm/adchoices

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It's the Big Tech Earnings Game! AAPL, META, MSFT

It's the Big Tech Earnings Game! AAPL, META, MSFT

Big Tech earnings are baaaaack. Apple (NASDAQ: AAPL), Meta (NASDAQ: META), and Microsoft (NASDAQ: MSFT) report earnings this week. Will they beat, raise, or miss the Street's targets? Hosts discuss +...

26 Jan 16min

Interview with Janus Henderson Investors Portfolio Manager Denny Fish

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Denny Fish is a Portfolio Manager for the Janice Henderson Investors Global Technology and Innovation Fund. Motley Fool Chief Investment Officer Andy Cross and analyst Asit Sharma recently talked with...

25 Jan 21min

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Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely— because it'll shape your tax bill today and potentially decades from now. Robert Brokamp dis...

24 Jan 23min

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2026: The Year of the Mega IPOs?

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It only took us a couple of weeks into 2026, but it appears this year is shaping up to be the year that many of the largest private companies finally go public. It could start sooner than expected as ...

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The Good, The Bad, and the Unknown at Netflix

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Netflix reported earnings and results were solid, but guidance left investors wanting more. We discuss what we saw and why Netflix went all-cash for its Warner Bros Discovery bid. We also touch on the...

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20 Jan 22min

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TSM or NVDA: Who Ya Got?

Last week, Taiwan Semiconductor (NYSE: TM) put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we in for another banner year in 2026? Jason Hall, Travis Hoi...

19 Jan 26min

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