What podcasts say about Howard Marks

Every statement, with the speaker, the exact quote and the moment it was said.

What Howard Marks has said on podcasts

10 statements · 2 positive · 8 negative

on Persistent inflationNegativeSep 24, 2026· Prof G Markets
Persistent inflation is a main reason interest rates are rising
“I think the main reasons why rates are going up is because, number one, inflation is stubborn.”
Listen at 5:24
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains Why
on Capital demandNegativeSep 24, 2026· Prof G Markets
Strong capital demand is contributing to higher yields
“And then the third factor is that there's a very strong demand for capital at this time.”
Listen at 6:46
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains Why
on U.S. fiscal behaviorNegativeSep 24, 2026· Prof G Markets
U.S. fiscal behavior has become more profligate
“And I do think that's a change. And I describe it as profligacy.”
Listen at 9:43
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains Why
on U.S. interest ratesNegativeSep 24, 2026· Prof G Markets
Persistently rising interest rates are more likely than an acute market failure
“And so I think your scenario of continuous rising rates is probably the more likely one.”
Listen at 11:23
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains Why
on Current interest ratesPositiveSep 24, 2026· Prof G Markets
Current interest rates remain low relative to historical levels
“today's interest rates look low to me, not high.”
Listen at 13:13
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains Why
on Interest rateNegativeSep 24, 2026· Prof G Markets
Interest rates probably will not decline much over the next one or two years
“interest rates probably will not be going down much if at all in the coming year or two, let's say.”
Listen at 15:11
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains Why
on Dollar-denominated assetsNegativeSep 24, 2026· Prof G Markets
Investors may want to reduce dollar-denominated asset holdings
“Maybe you want to hold less dollar-denominated assets.”
Listen at 16:37
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains Why
on U.S. assetsPositiveSep 24, 2026· Prof G Markets
Investors should make only limited reductions in U.S. assets
“given that the U.S. continues to be, I think, the best functioning developed world economy, if you were going to do any, I wouldn't do very much.”
Listen at 17:09
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains Why
on Investment-event timingNegativeSep 24, 2026· Prof G Markets
Investors cannot reliably predict when anticipated events will occur
“we sometimes have an idea what's going to happen, but we absolutely never know when.”
Listen at 18:10
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains Why
on War-caused inflation explanationNegativeSep 24, 2026· Prof G Markets
The claim that inflation is solely caused by the war seems incorrect
“it just doesn't seem right to me.”
Listen at 20:46
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains Why

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.