Subject: Re: Howard Marks - It is 1997
I find the follow up interviews interesting.

In this one he acknowledges he's talking his book (bonds) however he suggests investors should be at Defcon 2 (defensive) and switching out of more speculative stocks whilst remaining invested and looking closely at fundamentals / intrinsic value.

Comment on China, they're uninvestible as they've sided with Russia and N Korea?.... Same with India then?

Linked below.

https://youtu.be/bfgNtbr2KuE?s...