Gimme Credit
Episode publishedPodcast: The Memo by Howard MarksThe Memo by Howard Marks
Transcript preview
Preview only
This is the memo by Howard Marks. Give me credit. The questions I get from clients enable me to understand in real time what's on their minds. At various points in the last ten years, the most frequently asked question was, when will the Fed raise or cut rates? During crises, it's usually, what inning are we in? For a year or two, it's been, can we talk about private credit? And in the last few months, it's, what about spreads? Ever since interest rates got up off the floor in 2022, there's been increased interest in credit, and that's why I'm devoting this memo to it. It'll come a little clos
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.