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ConceptCentral theme · 5/5

Human emotion drives market cycles

Howard Marks argued that cycles are driven by the pendulum of human psychology, swinging between greed/FOMO at highs and fear/depression at lows.

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The story so far
DORMANT · 2 MENTIONS · 2 SHOWS
  1. 24 MAR 2026 · FIRST HEARD
    THE INSIGHT BY OAKTREE CAPITAL
    • Human emotion drives market cycles · THIS IDEA
  2. 24 MAR 2026
    THE MEMO BY HOWARD MARKS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Human emotion drives market cycles · Zortix