
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
Add to My List
Listen to the last episode:
Previous episodes
-
65 - On Bubble Watch Tue, 07 Jan 2025
-
64 - Ruminating on Asset Allocation Tue, 22 Oct 2024
-
63 - Shall We Repeal The Laws of Economics? Thu, 19 Sep 2024
-
62 - Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel Tue, 27 Aug 2024
-
61 - Mr. Market Miscalculates Thu, 22 Aug 2024
-
60 - Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley Tue, 23 Jul 2024
-
59 - The Folly of Certainty Wed, 17 Jul 2024
-
58 - The Insight: Conversations - Oaktree Conference 2024 Edition Tue, 02 Jul 2024
-
57 - Bonus Episode: Howard Marks on “In Good Company” Tue, 18 Jun 2024
-
56 - The Impact of Debt Wed, 08 May 2024
-
55 - The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg Mon, 06 May 2024
-
54 - The Indispensability of Risk Wed, 17 Apr 2024
-
53 - The Archive: You Bet! Thu, 21 Mar 2024
-
52 - Behind the Memo: Easy Money with Howard Marks and Edward Chancellor Thu, 08 Feb 2024
-
51 - Easy Money Tue, 09 Jan 2024
-
50 - The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar Thu, 04 Jan 2024
-
49 - The Insight: Conversations – Special Episode with Annie Duke and Howard Marks Wed, 06 Dec 2023
-
48 - The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian Thu, 02 Nov 2023
-
47 - Further Thoughts on "Sea Change" Wed, 11 Oct 2023
-
46 - The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs Thu, 05 Oct 2023
-
45 - Behind the Memo: Fewer Losers, or More Winners? Wed, 20 Sep 2023
-
44 - Fewer Losers, or More Winners? Tue, 12 Sep 2023
-
43 - The Insight: Conversations – European Credit at a Turning Point Fri, 08 Sep 2023
-
42 - The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina Tue, 08 Aug 2023
-
41 - Taking The Temperature Mon, 10 Jul 2023
-
40 - The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg Tue, 27 Jun 2023
-
39 - The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl Thu, 25 May 2023
-
38 - The Insight: Conversations – Performing Credit Quarterly 1Q2023 Thu, 20 Apr 2023
-
37 - Lessons from Silicon Valley Bank Mon, 17 Apr 2023
-
36 - The Rewind: Calling The Market Tue, 07 Mar 2023
-
35 - The Rewind: Ditto Thu, 02 Feb 2023
-
34 - Behind the Memo: Sea Change Thu, 05 Jan 2023
-
33 - Sea Change Tue, 13 Dec 2022
-
32 - Behind the Memo: What Really Matters? Tue, 06 Dec 2022
-
31 - What Really Matters? Tue, 22 Nov 2022
-
30 - The Rewind: Global Financial Crisis Thu, 13 Oct 2022
-
29 - Behind the Memo: The Illusion of Knowledge Tue, 13 Sep 2022
-
28 - The Illusion of Knowledge Thu, 08 Sep 2022
-
27 - Behind the Memo: I Beg To Differ Thu, 04 Aug 2022
-
26 - I Beg To Differ Tue, 26 Jul 2022
-
25 - The Rewind: Something of Value Thu, 16 Jun 2022
-
24 - Behind the Memo: Bull Market Rhymes Thu, 02 Jun 2022
-
23 - Bull Market Rhymes Thu, 26 May 2022
-
22 - The Rewind: Lines in the Sand Thu, 28 Apr 2022
-
21 - Behind the Memo: The Pendulum in International Affairs Thu, 31 Mar 2022
-
20 - The Pendulum in International Affairs Wed, 23 Mar 2022
-
19 - The Rewind: It’s All a Big Mistake Thu, 24 Feb 2022
-
18 - Introducing "Behind The Memo": Selling Out Fri, 21 Jan 2022
-
17 - Selling Out Thu, 13 Jan 2022
-
16 - The Rewind: Uncertainty Mon, 20 Dec 2021
Show more episodes
5