I react to part of a recent interview with super investor Howard Marks, in which Marks discusses stock market bubbles, when and how to be contrarian, and taking the temperature of the market cycle. 

Related episodes:

Super Investor Howard Marks: The Biggest Investing Mistake

https://youtu.be/awxhDqbd9d8

Referenced video:

Howard Marks - Co-founder of Oaktree | Podcast | In Good Company | Norges Bank Investment Management

https://youtu.be/vZJHQrGS7PE

Recommended Howard Marks book:

Mastering the Market Cycle: Getting the Odds on Your Side, by Howard Marks https://amzn.to/3KYub7x

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Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.