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Howard Marks Cautions On 'Cockroaches,' Warning Loans, Frauds 'Often Occur In Clusters:' Credit Issues Aren't 'Systemic,' They're 'Systematic' - JPMorgan Chase (NYSE:JPM)
Benzinga· 2025-11-07 14:35
Howard Marks, the co-founder of Oaktree Capital Management and a revered investor known for predicting the dot-com crash, is cautioning that a recent string of high-profile bankruptcies and frauds are “precursors of problems ahead.”Howard Marks’ Take On Cockroaches In The Financial SystemIn a new client memo dated Nov. 6, titled “Cockroaches in the Coal Mine,” Marks argues that while these credit issues are alarming, they are not “systemic” threats that will cause a breakdown of the entire financial system. ...
Investors believe credit issues are idiosyncratic, says Trivariate's Adam Parker
Youtube· 2025-10-18 04:07
Let's welcome in Tariat Adam Parker, CEO and founder of Tvariat Research, a CNBC contributor at Post9. It's good to have you back. >> Thanks for having me.>> Are you dialed in on on credit and loans and all the things that people are talking about outside of the stock market. >> It's definitely coming up in a lot of my meetings. It's polarizing.I think most people the consensus among the institutional investors is this is going to pass. We're going to get locked in on earnings. I don't even think it's next ...