Lessons from Silicon Valley Bank
Apr 17, 2023•45 min•Ep. 37
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse. He argues that it likely doesn’t portend a wave of banking failures but may amplify preexisting wariness among investors and lenders, leading to further credit tightening and additional pain across a range of industries and sectors.
The memo is read by LJ Ganser.
You can read the memo here (https://www.oaktreecapital.com/insights/memo/lessons-from-silicon-valley-bank).
For the best experience, listen in Metacast app for iOS or Android