On the Public Policy Forum’s podcast WONK, legendary investor Howard Marks talks to host Amanda Lang about optimism, fear and why America still attracts the most investment.
One thing most people assume about stock markets is that they’re an accurate reflection of what’s happening in the economy. Yet nothing about markets or politics feels typical right now. Despite global tariffs and unprecedented uncertainty, markets continue to soar.
Howard Marks is co-chair of Oaktree Capital Management. His in-depth regular memos are must-reads among those in the industry and well beyond. He talks to host Amanda Lang about what’s going and what it all means.
Listen to WONK, the Public Policy Forum’s podcast about big ideas in unprecedented times:
Views expressed by WONK guests do not reflect the views of the Public Policy Forum (PPF). PPF is an independent, non-profit and non-partisan think tank based in Ottawa, Canada. We inject fresh ideas into the policymaking process by bringing together Canadians across diverse sectors, helping to build a more prosperous and secure Canada for all. Learn more:
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