When To Buy or Sell Your Investments

🎙️ Welcome back to the Sweat Your Assets Podcast!

In today’s episode, we’re diving into a timeless—and often debated—topic in the world of investing: When is the right time to buy or sell your investments?

Inspired by the sharp insights of Howard Marks, co-founder of Oaktree Capital and one of the most respected voices in the investment community, we’ll go far beyond the classic cliché of “buy low, sell high.” Even Warren Buffett has sung Marks’ praises, and for good reason—his memos consistently offer a masterclass in market thinking.

In this episode, we’ll break down some of the most compelling takeaways from Marks’ recent memo, including:

• 🔄 Why selling isn’t always simple—and the emotional and psychological traps investors fall into whether markets are up or down.
• 📉 The risks of selling just to “take profits” or out of panic during downturns.
• 🧠 Marks’ framework for when selling makes sense, with a focus on relative selection and opportunity cost.
• ⏱️ The myth of market timing—and why a long-term perspective is often your best ally.
• 🎯 A thoughtful look at portfolio concentration vs. diversification, based on a fascinating discussion between Howard Marks and his son Andrew.
• 📈 The surprising power of just staying invested—and how compounding over time can beat even the cleverest timing strategies.

If you’ve ever wrestled with when to hit that buy or sell button, this episode is for you. Tune in for a grounded, strategic discussion rooted in the wisdom of one of the greatest minds in investing.

Let’s sweat those assets together—and make smarter, calmer investment decisions.

Disclaimer: this episode was produced as an edutainment resource. While the contents are based on a blog post article, the discussion and narration have been generated using AI tools. The purpose of this podcast is to inform and engage, but listeners should be aware that the dialogue is AI-assisted and may not fully reflect Sweat Your Assets opinions or real-time updates. Contact the office for customized guidance.

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