Behind The Memo: On Bubble Watch

In the latest episode of Behind the Memo, Howard discusses his
recent memo, On Bubble Watch, which revisits a subject he first
wrote about 25 years ago. He delves into the investor psychology
that underpins a market bubble, and assesses the danger of
letting excitement and fear of missing out override risk
aversion.


You can listen to or read the Memo here
(https://www.oaktreecapital.com/insights/memo/on-bubble-watch).