{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Falphaexchange.simplecast.com%2Fepisodes%2Fhoward-marks-founder-oaktree-capital-BnoiHGX5","width":444,"version":"1.0","type":"rich","title":"Howard Marks, Founder, Oaktree Capital","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/1f4671ad-c08e-4d33-affe-576e0f8c1d66/819ff055-1d73-4c26-a162-7dae36cfa8d1/1542210926artwork.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/fcdf38e9-d9f2-4d29-81c1-1bb6ef549fa7\" height=\"200\" width=\"100%\" title=\"Howard Marks, Founder, Oaktree Capital\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"As the economic collapse associated with the pandemic enters its second month, it was my distinct pleasure to have Howard Marks, the founder of Oaktree Capital, on the Alpha Exchange. A highly successful investor across many decades, Howard has prudently managed risk through a vast number of market cycles. His assessment of the complex mix of economic, financial and monetary aspects of the coronavirus crisis provides context for factors at work in market prices. A buyer of quickly cheapening assets in the middle two weeks of March, Howard sees a less compelling case on the long side now given the severity of the shock and the challenges to be faced in returning to a full speed economy. Please enjoy this episode of the Alpha Exchange, my conversation with Howard Marks. "}