Howard Marks
Co-founder and co-chairman of Oaktree Capital Management; writes the Oaktree memos on markets and investing.
A Short History of Financial Euphoria by John Kenneth Galbraith
And this gives me a great opportunity to reference one of my favorite quotations from John Kenneth Galbraith’s wonderful book on market excesses:
on oaktreecapital.com · 9 Jan 2024
Devil Take the Hindmost by Edward Chancellor
In the fall of 1999, against the backdrop of the massive gains being achieved in tech, media, and telecom stocks, I read Edward Chancellor’s excellent book Devil Take the Hindmost.
on oaktreecapital.com · 10 Jul 2023
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