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The Memo by Howard Marks

Oaktree Capital Management
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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.

68 episodes  •  0 archived  •  
E69
30 Years of Oaktree
E69·
May 6
May 6
22 mins
E68
Nobody Knows (Yet Again)
E68·
April 9
April 9
35 mins
E67
Gimme Credit
E67·
March 6
March 6
29 mins
E66
Behind The Memo: On Bubble Watch
E66·
February 27
February 27
25 mins
E65
On Bubble Watch
E65·
January 7
January 7
35 mins
E64
Ruminating on Asset Allocation
E64·
Oct 22, 2024
Oct 22, 2024
26 mins
E63
Shall We Repeal The Laws of Economics?
E63·
Sep 19, 2024
Sep 19, 2024
55 mins
E62
Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
E62·
Aug 27, 2024
Aug 27, 2024
39 mins
E61
Mr. Market Miscalculates
E61·
Aug 22, 2024
Aug 22, 2024
26 mins