- What are the effects of the Ukraine crises on the American economy?
- What causes market anxiety and how to combat it
- Are you taking on too much risk?
- UPS and FedEx are direct competitors in the same industry, but their stock performance tells us two totally different stories. What's behind these moves?
- What is the future of oil?
- Is it A. Blinken, Abe Lincoln, or "Hey, Blinken!"?
Link to the memo by Howard Marks talked about in this episode: https://www.oaktreecapital.com/insights/memo/selling-out
