Market Reflections
The late 1990s were characterized by a booming stock market, driven by the TMT bubble, while credit investors found themselves in a placid environment. Howard reflects on the unique challenges of recognizing market dislocations during a time when many were caught up in the euphoria of rising equity prices. His foresight in timing the dot-com peak highlights the struggle of being correct in a market that often rewards the irrational.In this clip
From this podcast
Odd Lots
How Oaktree's Howard Marks Spots a Market Bubble
Related Questions
Tell me about the Dot-Com Bubble
Is the current market like the dot-com crash as discussed in the episode a16z Podcast | Tech's Biggest Ideas and How They Take Hold -- With Marc Andreessen and Dan Siroker and the clip Tech Bubble Realities?
Is the current market like the dot-com crash as discussed in the episode Money Buys Happiness (EP.381) and the clip Market Timing Dilemma?