Link para o artigo original: https://www.oaktreecapital.com/insights/memo-podcast/behind-the-memo-the-impact-of-debt
Behind the Memo – The Impact of Debt with Howard Marks and Morgan Housel
In this special episode of Behind the Memo, Howard Marks is joined by Morgan Housel, the bestselling author and partner at the Collaborative Fund. They discuss ideas from Howard’s recent memo The Impact of Debt, which was inspired by Morgan’s article How I Think About Debt. They explore the relationship between leverage and longevity, the nature of risk, and the eternal relevance of Voltaire’s famous saying: “History doesn’t repeat itself. Man always does.”