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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: Blackswanny   😊 😞
Number: of 16627 
Subject: Re: Howard Marks - It is 1997
Date: 09/08/2025 4:15 AM
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I find the follow up interviews interesting.

In this one he acknowledges he's talking his book (bonds) however he suggests investors should be at Defcon 2 (defensive) and switching out of more speculative stocks whilst remaining invested and looking closely at fundamentals / intrinsic value.

Comment on China, they're uninvestible as they've sided with Russia and N Korea?.... Same with India then?

Linked below.

https://youtu.be/bfgNtbr2KuE?si=eE45PsD6hp-Yiauj
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