Oaktree Capital's Howard Marks on US Growth, China Market, Evergrande
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Published 2024-06-20
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All Comments (21)
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Wow, what a legend is Howard Marks! Taking control of a sports club of the likes of Inter Milan, because a debtor defaulted on their repayment
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Sometimes you have to listen to this sort of nonsense so that you understand just how insane the USA is. Well done Bloomberg.
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He says the thesis in Japan is that ultralow rates in Japan will persist.. but also that they make no macro top down bets… this guy double talks better than anyone in the business
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I am surprised by his response at 10:05 - (paraphrase) "Japanese culture is conservative... other than a LITTLE burst in the 80s, Japanese are not used to aggressive financing..." A LITTLE burst that cost Japan 30+ years of economic stagnation.. He looked like an unwilling or unprepared guest btw.
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6:35 He obviously didn't appreciate Yvonne Man's question on the Evergrande catastrophe. Collateral from this company is likely in unfinished apartment blocks in Tier 3 cities, and as valuable as Titanic's insurers being able to salvage the wreck.
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Howard got a finger in China 😂😂
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If they're investing in distressed properties in China, or loans backed by properties, hopefully they actually visit the properties to evaluate them. Most of these are tofu-dreg construction which will never be anything but ruins.
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🔥
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Howard Marks is the new EF Hutton
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Legend
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He seems very reluctant to say more than vague generalities on China. She asked him for his opinion a few times, and he didn't really give much except vague strangeness.
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Where could read his memos ?
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Reluctant speaker who is forced to tell.
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Kyle Bass must be so content that Chinese real estate blew up and investors like Howard lost money helping them.
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Really ? ... really, America, so great????
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He looks kinda rough like he lost a ton of money or something
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👏👏👏👏👏🇨🇳✌️
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If you listened to him, you lost tons of money.
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Legal system in the US?? Ask Julian Assange and Snowden pls.
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him and Ray Dalio got caught with their hands in the China cookie jar........
