{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6473412e064cb100119e1b59/67d58840b3ef7ea352b70877?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"When To Buy or Sell Your Investments","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6473412e064cb100119e1b59/1747301574241-5b07bac9-5e22-4d7d-a931-b4efbc60b9f4.jpeg?height=200","description":"<p>🎙️ <strong>Welcome back to the Sweat Your Assets Podcast!</strong></p><p>In today’s episode, we’re diving into a timeless—and often debated—topic in the world of investing: <strong>When is the right time to buy or sell your investments?</strong></p><p>Inspired by the sharp insights of <strong>Howard Marks</strong>, 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 <em>“buy low, sell high.”</em> Even Warren Buffett has sung Marks’ praises, and for good reason—his memos consistently offer a masterclass in market thinking.</p><p>In this episode, we’ll break down some of the most compelling takeaways from Marks’ recent memo, including:</p><ul><li>🔄 <strong>Why selling isn’t always simple</strong>—and the emotional and psychological traps investors fall into whether markets are up or down.</li><li>📉 The risks of selling just to “take profits” or out of panic during downturns.</li><li>🧠 Marks’ framework for <strong>when selling makes sense</strong>, with a focus on <em>relative selection</em> and <em>opportunity cost</em>.</li><li>⏱️ The myth of market timing—and why a long-term perspective is often your best ally.</li><li>🎯 A thoughtful look at <strong>portfolio concentration vs. diversification</strong>, based on a fascinating discussion between Howard Marks and his son Andrew.</li><li>📈 The surprising power of <strong>just staying invested</strong>—and how compounding over time can beat even the cleverest timing strategies.</li></ul><p>If you’ve ever wrestled with when to hit that <em>buy</em> or <em>sell</em> 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.</p><p>Let’s <strong>sweat those assets together</strong>—and make smarter, calmer investment decisions.</p><p><br></p><p><em>Disclaimer: this episode was produced as an </em><strong><em>edutainment</em></strong><em> resource. While the contents are based on a blog post article, the discussion and narration have been generated using </em><strong><em>AI tools</em></strong><em>. 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. </em></p>","author_name":"Alessandro Baroni"}