The Memo by Howard Marks

A podcast by Oaktree Capital Management

Categories:

Tags

63 Episodes

  1. Ruminating on Asset Allocation

    Published: 10/22/2024
  2. Shall We Repeal The Laws of Economics?

    Published: 9/19/2024
  3. Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel

    Published: 8/27/2024
  4. Mr. Market Miscalculates

    Published: 8/22/2024
  5. Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley

    Published: 7/23/2024
  6. The Folly of Certainty

    Published: 7/17/2024
  7. The Insight: Conversations - Oaktree Conference 2024 Edition

    Published: 7/2/2024
  8. Bonus Episode: Howard Marks on “In Good Company”

    Published: 6/18/2024
  9. The Impact of Debt

    Published: 5/8/2024
  10. The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

    Published: 5/6/2024
  11. The Indispensability of Risk

    Published: 4/17/2024
  12. The Archive: You Bet!

    Published: 3/21/2024
  13. Behind the Memo: Easy Money with Howard Marks and Edward Chancellor

    Published: 2/8/2024
  14. Easy Money

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

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

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

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

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

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

    Published: 9/20/2023

1 / 4

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.