011 - Predicting the Past - a podcast by American Money Management LLC

from 2020-02-16T23:52:40

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Howard Marks shows us how good we are at predicting the past and not the future. And in this episode, Glenn discusses how AMM relies on its 5 core principles to invest in an uncertain future and avoid the trap of our recency bias and relying on our predictions about the future.


Show notes & full transcript


www.amminvest.com/episode11


Links


AMM Q1 2020 Client Letter


Ed Yardeni 65 Market Panics


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Books


AMM Dividend Letter Vol. 1


AMM Dividend Letter Vol. 2


AMM Dividend Letter Vol. 3


The Most Important Thing by Howard Marks


Mastering the Market Cycle by Howard Marks


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www.amminvest.com

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