Howard Marks, chairman of private equity firm Oaktree Capital, talks to Henny Sender, FT’s chief correspondent of international finance, about how he has played the credit markets in 2010 and why he thinks it isn’t time for heavy risk-taking.
Click here or on the image below to view Part 1 of the interview.
In Part 2 of the interview, Marks plays long/short, betting on the news agenda, from US equities, to California real estate and emerging market stocks. Click here to view this part.
Source: Henny Sender, Financial Times (here and here), November 26, 2010.
