The Memo by Howard Marks
A podcast by Oaktree Capital Management
53 Episodes
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The Rewind: What Does The Market Know?
Published: 10/7/2021 -
The Rewind: On The Couch
Published: 9/30/2021 -
The Rewind: Us and Them
Published: 8/26/2021 -
Thinking About Macro
Published: 7/30/2021 -
The Rewind: It Is What It Is
Published: 6/24/2021 -
The Rewind: Dare to Be Great II
Published: 5/5/2021 -
The Rewind: Dare to Be Great
Published: 4/29/2021 -
2020 in Review
Published: 3/19/2021 -
The Rewind: You Can’t Predict. You Can Prepare.
Published: 2/24/2021 -
Something of Value
Published: 1/14/2021 -
The Rewind: bubble.com
Published: 12/21/2020 -
Introducing “The Rewind”: The Route To Performance
Published: 11/30/2020 -
Coming Into Focus
Published: 10/19/2020
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.