Limits to Negativism
Howard shares insights on navigating extreme market pessimism, emphasizing the importance of skepticism in investing. He reflects on a conversation with a pension fund CEO who could not accept any positive assumptions, leading him to articulate the concept of "limits to negativism." In times of excessive fear, recognizing opportunities is crucial for great investors, allowing them to act decisively when others are paralyzed by doubt.In this clip
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Masters in Business
Howard Marks Discusses the Interest-Rates Machine
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