The Minutes

Howard Marks on

data

2 entries, 30 Jun 2022 to 30 Jun 2022

On the recordsourced and dated, oldest first

    1. spoken

      Marks says readily available quantitative data cannot make you superior because everyone has the same information.

      “readily available quantitative information about the present can't help you be superior as an investor, or it's not sufficient to be superior.”

      30 Jun 2022 · Goldman Sachs · 37:05 · source · permalink
    2. spoken

      Marks argues readily available quantitative data cannot make you superior because everyone has access to it.

      “You have to understand that and process it, but it's not enough because everybody else has it readily available and it's quantitative, so everybody can process it.”

      30 Jun 2022 · Goldman Sachs · 37:20 · source · permalink

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