In the linked podcast below of the Goldman Sachs Financial Services Conference we hear from Oaktree Capital (OAK, Financial)'s Howard Marks.
At the conference he answers a variety of questions including what the impact of tapering will be on the investment world.
Marks doesn't think that tapering will be that big of a deal, but he does think it needs to happen so that we can return to a truly free market.
Enjoy the 20 minutes of observation and thought from Marks:
http://www.chinamoneypodcast.com/2013/12/11/howard-marks-investors-should-be-cautious-in-todays-markets
At the conference he answers a variety of questions including what the impact of tapering will be on the investment world.
Marks doesn't think that tapering will be that big of a deal, but he does think it needs to happen so that we can return to a truly free market.
Enjoy the 20 minutes of observation and thought from Marks:
http://www.chinamoneypodcast.com/2013/12/11/howard-marks-investors-should-be-cautious-in-todays-markets