Lessons from Silicon Valley Bank

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).