The Winds of Change

The Memo by Howard Marks vor 4 Jahren

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The last 20 months have taught us to question everything. What is
the future of work? Can American democracy
survive? Will Baby Boomers keep consuming more than their
fair share? And what comes after “trillion”? Howard
Marks’s latest memo examines paradigm shifts that could reshape
the economy, markets and the world for many years to come.
(November 23, 2021)

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

The memo is read by LJ Ganser.