The Memo by Howard Marks

A podcast by Oaktree Capital Management

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53 Episodes

  1. Behind the Memo: Sea Change

    Published: 1/5/2023
  2. Sea Change

    Published: 12/13/2022
  3. Behind the Memo: What Really Matters?

    Published: 12/6/2022
  4. What Really Matters?

    Published: 11/22/2022
  5. The Rewind: Global Financial Crisis

    Published: 10/13/2022
  6. Behind the Memo: The Illusion of Knowledge

    Published: 9/13/2022
  7. The Illusion of Knowledge

    Published: 9/8/2022
  8. Behind the Memo: I Beg To Differ

    Published: 8/4/2022
  9. I Beg To Differ

    Published: 7/26/2022
  10. The Rewind: Something of Value

    Published: 6/16/2022
  11. Behind the Memo: Bull Market Rhymes

    Published: 6/2/2022
  12. Bull Market Rhymes

    Published: 5/26/2022
  13. The Rewind: Lines in the Sand

    Published: 4/28/2022
  14. Behind the Memo: The Pendulum in International Affairs

    Published: 3/31/2022
  15. The Pendulum in International Affairs

    Published: 3/23/2022
  16. The Rewind: It’s All a Big Mistake

    Published: 2/24/2022
  17. Introducing "Behind The Memo": Selling Out

    Published: 1/21/2022
  18. Selling Out

    Published: 1/13/2022
  19. The Rewind: Uncertainty

    Published: 12/20/2021
  20. The Winds of Change

    Published: 11/30/2021

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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.