How Oaktree's Howard Marks Spots a Market Bubble
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Hello, and welcome to another episode of the Odd Lots podcast. I'm Tracy Alloway. And
I'm Joe Weisenthal.
So, Joe, we recently recorded an episode with Kevin Muir where we were talking about concentration risk in stock indices and, I guess, historical analogies with the dotcom bubble of the 2000. And I know that this is one of your favorite subjects. I think I said it was like your own personal catnip. That's
right. And
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