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Contrarian investing at market extremes

Howard Marks argued that the key to superior investing is being a contrarian at market extremes, buying when others are excessively pessimistic and selling when they are excessively optimistic.

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The story so far
DORMANT · 2 MENTIONS · 2 SHOWS
  1. 14 OCT 2025 · FIRST HEARD
    THE INSIGHT BY OAKTREE CAPITAL
  2. 14 OCT 2025
    THE MEMO BY HOWARD MARKS
    • Contrarian investing at market extremes · THIS IDEA
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
Contrarian investing at market extremes · Zortix