In the linked podcast below of the Goldman Sachs Financial Services Conference we hear from Oaktree Capital (OAK)'s Howard Marks.
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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
Also check out: Howard Marks Undervalued Stocks Howard Marks Top Growth Companies Howard Marks High Yield stocks, and Stocks that Howard Marks keeps buying
About the author:http://valueinvestorcanada.blogspot.com/
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