The Rewind: It Is What It Is - podcast episode cover

The Rewind: It Is What It Is

Jun 24, 202144 minEp. 9
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Episode description

Howard reflects on this memo originally published on March 27, 2006. In this wide-ranging discussion, he weaves together the Japanese concept of mujo, probability theory and the Super Bowl to suggest investors should spend less time looking for silver bullets and more time cultivating humility.

You can read the memo here (https://www.oaktreecapital.com/docs/default-source/memos/2006-03-27-it-is-what-it-is.pdf?sfvrsn=87bc0f65_2).

The memo is read by LJ Ganser.



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The Rewind: It Is What It Is | The Memo by Howard Marks podcast - Listen or read transcript on Metacast