The Memo by Howard Marks

A podcast by Oaktree Capital Management

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67 Episodes

  1. Nobody Knows (Yet Again)

    Published: 4/9/2025
  2. Gimme Credit

    Published: 3/6/2025
  3. Behind The Memo: On Bubble Watch

    Published: 2/27/2025
  4. On Bubble Watch

    Published: 1/7/2025
  5. Ruminating on Asset Allocation

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 2/8/2024
  18. Easy Money

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

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

    Published: 12/6/2023

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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.