The Memo by Howard Marks
Oaktree Capital Management
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.
Categories: Business
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Previous episodes
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63 - Shall We Repeal The Laws of Economics?Thu, 19 Sep 2024
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62 - Behind The Memo: The Impact of Debt with Howard Marks and Morgan HouselTue, 27 Aug 2024
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61 - Mr. Market MiscalculatesThu, 22 Aug 2024
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60 - Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice AshleyTue, 23 Jul 2024
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59 - The Folly of CertaintyWed, 17 Jul 2024
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58 - The Insight: Conversations - Oaktree Conference 2024 EditionTue, 02 Jul 2024
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57 - Bonus Episode: Howard Marks on “In Good Company”Tue, 18 Jun 2024
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56 - The Impact of DebtWed, 08 May 2024
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55 - The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David RosenbergMon, 06 May 2024
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54 - The Indispensability of RiskWed, 17 Apr 2024
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53 - The Archive: You Bet!Thu, 21 Mar 2024
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52 - Behind the Memo: Easy Money with Howard Marks and Edward ChancellorThu, 08 Feb 2024
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51 - Easy MoneyTue, 09 Jan 2024
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50 - The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman KumarThu, 04 Jan 2024
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49 - The Insight: Conversations – Special Episode with Annie Duke and Howard MarksWed, 06 Dec 2023
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48 - The Insight: Conversations – Full Return World with Howard Marks and Armen PanossianThu, 02 Nov 2023
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47 - Further Thoughts on "Sea Change"Wed, 11 Oct 2023
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46 - The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark JacobsThu, 05 Oct 2023
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45 - Behind the Memo: Fewer Losers, or More Winners?Wed, 20 Sep 2023
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44 - Fewer Losers, or More Winners?Tue, 12 Sep 2023
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43 - The Insight: Conversations – European Credit at a Turning PointFri, 08 Sep 2023
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42 - The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan MessinaTue, 08 Aug 2023
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41 - Taking The TemperatureMon, 10 Jul 2023
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40 - The Insight: Conversations – This Time Might Be Different with Howard Marks and David RosenbergTue, 27 Jun 2023
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39 - The Insight: Conversations – Cutting Through the Economic Noise with Wayne DahlThu, 25 May 2023
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38 - The Insight: Conversations – Performing Credit Quarterly 1Q2023Thu, 20 Apr 2023
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37 - Lessons from Silicon Valley BankMon, 17 Apr 2023
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36 - The Rewind: Calling The MarketTue, 07 Mar 2023
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35 - The Rewind: DittoThu, 02 Feb 2023
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34 - Behind the Memo: Sea ChangeThu, 05 Jan 2023
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33 - Sea ChangeTue, 13 Dec 2022
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32 - Behind the Memo: What Really Matters?Tue, 06 Dec 2022
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31 - What Really Matters?Tue, 22 Nov 2022
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30 - The Rewind: Global Financial CrisisThu, 13 Oct 2022
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29 - Behind the Memo: The Illusion of KnowledgeTue, 13 Sep 2022
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28 - The Illusion of KnowledgeThu, 08 Sep 2022
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27 - Behind the Memo: I Beg To DifferThu, 04 Aug 2022
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26 - I Beg To DifferTue, 26 Jul 2022
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25 - The Rewind: Something of ValueThu, 16 Jun 2022
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24 - Behind the Memo: Bull Market RhymesThu, 02 Jun 2022
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23 - Bull Market RhymesThu, 26 May 2022
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22 - The Rewind: Lines in the SandThu, 28 Apr 2022
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21 - Behind the Memo: The Pendulum in International AffairsThu, 31 Mar 2022
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20 - The Pendulum in International AffairsWed, 23 Mar 2022
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19 - The Rewind: It’s All a Big MistakeThu, 24 Feb 2022
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18 - Introducing "Behind The Memo": Selling OutFri, 21 Jan 2022
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17 - Selling OutThu, 13 Jan 2022
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16 - The Rewind: UncertaintyMon, 20 Dec 2021
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15 - The Winds of ChangeTue, 30 Nov 2021
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14 - The Rewind: What Does The Market Know?Thu, 07 Oct 2021
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