The Memo by Howard Marks

Oaktree Capital Management
Monthly podcast.

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.

77 episodes  •  0 archived  •  
April 9
April 9
38 mins
February 26
February 26
46 mins
Dec 9, 2025
Dec 9, 2025
1h 6m
Nov 6, 2025
Nov 6, 2025
24 mins
Oct 28, 2025
Oct 28, 2025
28 mins
Oct 14, 2025
Oct 14, 2025
30 mins
Aug 14, 2025
Aug 14, 2025
41 mins
Jun 18, 2025
Jun 18, 2025
39 mins
May 6, 2025
May 6, 2025
22 mins