Chinese Assets Offers Bargains For Investors: Howard Marks

how many times does this man has to say he is a bottom up investor before the host understands

September 2018 rocked my family with the hurricane Florence. To lives and properties displaced we gave $45k. We also gave in 2020 COVID year. The "Treasure Principle" by Randy Alcom helped my giving reason why getting $105k in two months is just evident of God's blessings on my household. God never faltered on his written and spoken promises over my household.

Buffett sold quite a large portion of his stocks. Not 1 or 2 percent.

Marks is always vague about his positioning, giving himself an out. He doesn't name any of his investments

Man what a series of idiotic questions. Feel sorry for a legend like howard marks

China will Flourish regardless. Let’s work with them instead of against them. Everybody wins.

You got to be kidding me, with Trump and tarrifs...

Her fake laughs are very annoying.

Terrible interviewer!

I love this guy !

Masterclass from Howard indeed ❤

How I love listening to this living sage

she is awful with her questions. superficial questions! she has no clue what investing is all about

Russian stocks were really low as well just before the war

Marks at its best! :)

the interviewer is so empty of her head!

Awkward intensity difference.

Wrong interviewer to suit Howard's style

The last time Trump came into office, Asian markets had their biggest rally in history. Im starting to grab up some PDD & JD shares

Wow ya these questions…

Always is a pleasure and brings confort to listening to Howard. Very well said

Doesn’t know what he is talking about 😅

it is in his interest to stay bullish

Things are not going well in the US! You have a national debt of over 35 trillion dollars, a growing deficit, a president that will hike tarrifs and cause hyperinflation.
And you have China that is set on invading Taiwan, which will cause havok on the semiconductor industry and global economies

300 trillion is about 30% of birkshire’s total assets, to me that’s a big cash position

Can you believe he is 78? Feels more like 60 to me.

Wow. Is it hard to aks 1) where do you see the most risk at the moment and B) where are you finding the best opportunities

the interviewer is terrible, that laugh is ridiculous

Buffett has sold 30%

I think he does not know much about China. He pauses too many times because his brain is just thinking about his opinion, not the actual facts. No matter how the bargains are on the Chinese assets, I will never invest in Chinese market. CCP is just a trouble maker government. Communist government cannot be trusted the same as the democracy world.

Trump 2nd and last term is about to start with S***loads of deregulations , tax cuts and interest rates going down , the mother of all bull market will kick off and the only way to go about it is full in risk on, Long equities.

Howard es un hombre muy sabio porque es muy cuidadoso con lo que dice al responder a las preguntas.

This woman..... is attempting to ride on Oaktree's plan, and make good investments for herself. All those questions, although many are interested to know.... its all more towards her personal interest.

The quality of the bloomberg host is terrible.

I could listen to Howard all day . He always says the same things over and over again .

Nope.... Can't control ccp.. ccp is quiet because china economy is not doing well.. if and when they recover , these bargain stocks will b at the whims of CCP... Already burned by ehang scam, nio, baba, tsmc...

Haslinda needs to lay off the caffeine..so animated and annoying

The interviewer has too much energy.

LOL is it really a great investment if you can't get it back? Greed never fails to surprise.

China uninvestible. Definition of fool's gold.

COMMUNISM IS NOT A INVESTMENT!!!!!!!!!!

Very insightful interview .

If Trump wants end to all wars, this might signal to China that it’s ok to invade Taiwan with no U.S intervention. Imagine China taking over TSM. That is 60% of the world’s chips being prefab there.

Im not sure if she is loud enough cant hear her

He said absolutely nothing lol.

Who let this woman host?