The Memo by Howard Marks

A podcast by Oaktree Capital Management

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51 Episodes

  1. Behind the Memo: Easy Money with Howard Marks and Edward Chancellor

    Published: 2/8/2024
  2. Easy Money

    Published: 1/9/2024
  3. The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

    Published: 1/4/2024
  4. The Insight: Conversations – Special Episode with Annie Duke and Howard Marks

    Published: 12/6/2023
  5. The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

    Published: 11/2/2023
  6. Further Thoughts on "Sea Change"

    Published: 10/11/2023
  7. The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

    Published: 10/5/2023
  8. Behind the Memo: Fewer Losers, or More Winners?

    Published: 9/20/2023
  9. Fewer Losers, or More Winners?

    Published: 9/12/2023
  10. The Insight: Conversations – European Credit at a Turning Point

    Published: 9/8/2023
  11. The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

    Published: 8/8/2023
  12. Taking The Temperature

    Published: 7/10/2023
  13. The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

    Published: 6/27/2023
  14. The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

    Published: 5/25/2023
  15. The Insight: Conversations – Performing Credit Quarterly 1Q2023

    Published: 4/20/2023
  16. Lessons from Silicon Valley Bank

    Published: 4/17/2023
  17. The Rewind: Calling The Market

    Published: 3/7/2023
  18. The Rewind: Ditto

    Published: 2/2/2023
  19. Behind the Memo: Sea Change

    Published: 1/5/2023
  20. Sea Change

    Published: 12/13/2022

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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.