The Memo by Howard Marks

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.

Gimme Credit

Howard Marks's Memo "Gimme Credit"

6 3月 2025 - 29 min 29 seg

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Behind The Memo: On Bubble Watch

Howard Marks Discusses "On Bubble Watch"

27 2月 2025 - 25 min 26 seg

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On Bubble Watch

Howard Marks's Memo "On Bubble Watch"

7 1月 2025 - 35 min 27 seg

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Ruminating on Asset Allocation

Howard Marks's Memo "Ruminating on Asset Allocation"

22 10月 2024 - 26 min 33 seg

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Shall We Repeal The Laws of Economics?

Howard Marks's Memo "Shall We Repeal The Laws of Economics"

19 9月 2024 - 55 min

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Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel

Oaktree's Howard Marks and Author Morgan Housel Discuss "The Impact of Debt"

27 8月 2024 - 39 min 14 seg

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Mr. Market Miscalculates

Howard Marks's Memo "Mr. Market Miscalculates"

22 8月 2024 - 26 min 01 seg

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Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley

Oaktree's Howard Marks and Bruce Karsh Discuss "The Indispensability of Risk" with Chess Grandmaster Maurice Ashley

23 7月 2024 - 32 min 25 seg

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The Folly of Certainty

Howard Marks's Memo "The Folly of Certainty"

17 7月 2024 - 19 min 06 seg

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The Insight: Conversations - Oaktree Conference 2024 Edition

The Insight: Select Discussions from Oaktree Conference 2024

2 7月 2024 - 39 min 14 seg

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