The Memo by Howard Marks
A podcast by Oaktree Capital Management
63 Episodes
-
Ruminating on Asset Allocation
Published: 10/22/2024 -
Shall We Repeal The Laws of Economics?
Published: 9/19/2024 -
Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
Published: 8/27/2024 -
Mr. Market Miscalculates
Published: 8/22/2024 -
Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
Published: 7/23/2024 -
The Folly of Certainty
Published: 7/17/2024 -
The Insight: Conversations - Oaktree Conference 2024 Edition
Published: 7/2/2024 -
Bonus Episode: Howard Marks on “In Good Company”
Published: 6/18/2024 -
The Impact of Debt
Published: 5/8/2024 -
The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
Published: 5/6/2024 -
The Indispensability of Risk
Published: 4/17/2024 -
The Archive: You Bet!
Published: 3/21/2024 -
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
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.