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The Memo by Howard Marks Podcast
The Pendulum in International Affairs

The Pendulum in International Affairs

The Memo by Howard Marks vor 4 Jahren

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29:29

Howard Marks’s latest memo connects two seemingly unrelated
trends – Europe’s energy dependence and U.S. offshoring – to
explain why the pendulum of companies’ and countries’ behavior
may be swinging away from globalization and toward onshoring.
This shift will likely create risk for investors but also
opportunities.

The memo is read by LJ Ganser.

You can read the memo here
(https://www.oaktreecapital.com/docs/default-source/memos/the-pendulum-in-intl-affairs.pdf).