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Howard Marks
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Everything Howard personally uses, recommends, or has created — plus things they don't recommend — sourced from their own show and appearances on other podcasts.
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S&P 500
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"If you bought the S&P when the PE ratio was 23, in every case there were no exceptions, your annualized return over the next 10 years was between two and minus two."
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Clear filters"John Kenneth Galbraith's book called the short history of financial euphoria. That was really pivotal for me."