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The Memo by Howard Marks Podcast
Lessons from Silicon Valley Bank

Lessons from Silicon Valley Bank

The Memo by Howard Marks vor 3 Jahren

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44:45

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).