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Escape the Herd: Key Investing Lessons from Howard Marks

RL213 – Escape the Herd: Key Investing Lessons from Howard Marks


In this episode, Roshan Loungani and Adrian Nicholson delve into key insights from Howard Marks' book, The Most Important Thing. They explore essential investing concepts like valuation, risk, and diversification. They recommend understanding the true value of your investments, managing risks effectively, and maintaining a diversified portfolio. The discussion also highlights the importance of recognizing market cycles, managing emotions, and focusing on individual opportunities rather than market predictions.


Chapters

00:00 Introduction and Overview

02:10 Understanding Valuation and Risks in Investing

08:22 The Importance of Managing Risk and Mitigating Losses

13:02 Diversification

21:29 Reliable Gains and Avoiding Aggressive Investing

22:15 The Margin of Error and Risk-Adjusted Return

23:33 The Importance of Risk Control and Margin for Error

25:13 Navigating Market Cycles

26:24 The Role of Psychology and Technical Factors

28:55 The Dangers of Following the Herd

29:21 Focus on Individual Opportunities

31:18 The Value of Defensive Investing






For more links and the full show notes keep scrolling down!


Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.


Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.


Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.

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All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

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