The Memo by Howard Marks
A podcast by Oaktree Capital Management
51 Episodes
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Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
Published: 2/8/2024 -
Easy Money
Published: 1/9/2024 -
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
Published: 1/4/2024 -
The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
Published: 12/6/2023 -
The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian
Published: 11/2/2023 -
Further Thoughts on "Sea Change"
Published: 10/11/2023 -
The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
Published: 10/5/2023 -
Behind the Memo: Fewer Losers, or More Winners?
Published: 9/20/2023 -
Fewer Losers, or More Winners?
Published: 9/12/2023 -
The Insight: Conversations – European Credit at a Turning Point
Published: 9/8/2023 -
The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
Published: 8/8/2023 -
Taking The Temperature
Published: 7/10/2023 -
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
Published: 6/27/2023 -
The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
Published: 5/25/2023 -
The Insight: Conversations – Performing Credit Quarterly 1Q2023
Published: 4/20/2023 -
Lessons from Silicon Valley Bank
Published: 4/17/2023 -
The Rewind: Calling The Market
Published: 3/7/2023 -
The Rewind: Ditto
Published: 2/2/2023 -
Behind the Memo: Sea Change
Published: 1/5/2023 -
Sea Change
Published: 12/13/2022
On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.