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巨变(Sea Change)! 美联储最后1次加息! 50年投资市场第3次巨变已经开始! 投资大师霍华德马克思(Howard Marks)对投资者的警告【艾财说062】

11 個月前
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这几周市场风云变化,继SVB, Signature Bank, 倒闭之后,美国第一共和银行(First Republic)宣布破产,这是自2008次贷危机以来最大的银行破产案。另一边,通胀呈稳步下降的趋势,但是美联储却宣布14个月内第10次加息,让利率来到了16年以来的最高点。市场中充斥着乐观与悲观的双方情绪。很多投资者一头雾水,不知道市场的未来走势如何。上周,与巴菲特齐名的著名投资人,管理1400亿美元资产的橡树资本 (OAKTREE) 主席,霍华德马克思(Howard Marks) 参加了60分钟访谈节目, 对广大投资人发出警告,目前的经济已经进入了50年内的第3次巨变 (Sea Change) 时期。必须改变策略才能在未来中长期取得稳定收益。橡树资本自从成立以来,年化回报平均19%,如果20年前你向橡树资本投资100万,现在已经有了1.7亿的身价。包括巴菲特在内的投资界名人,都把霍华德所撰写的书籍和备忘录当成必读书目。在目前这种不确定时期,我们就来看看霍华德如何看待市场前景的,市场究竟在发生什么巨变,他对利息和债务上限的看法,以及投资者需要克服什么心理障碍才能在不确定的市场中持续赚钱

00:00 50年投资市场第3次巨变已经开始!
01:40 50年内的前2次巨变
04:55 第3次巨变
06:46 离美国爆发债务危机还有21天
08:38 投资中最不重要的事情
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