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 mar 2025 - 29 de minute 29 de secunde

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Behind The Memo: On Bubble Watch

Howard Marks Discusses "On Bubble Watch"

27 feb 2025 - 25 de minute 26 de secunde

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On Bubble Watch

Howard Marks's Memo "On Bubble Watch"

7 ene 2025 - 35 de minute 27 de secunde

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Ruminating on Asset Allocation

Howard Marks's Memo "Ruminating on Asset Allocation"

22 oct 2024 - 26 de minute 33 de secunde

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Shall We Repeal The Laws of Economics?

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

19 sep 2024 - 55 de minute

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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 ago 2024 - 39 de minute 14 de secunde

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Mr. Market Miscalculates

Howard Marks's Memo "Mr. Market Miscalculates"

22 ago 2024 - 26 de minute 01 de secunde

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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 jul 2024 - 32 de minute 25 de secunde

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The Folly of Certainty

Howard Marks's Memo "The Folly of Certainty"

17 jul 2024 - 19 de minute 06 de secunde

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The Insight: Conversations - Oaktree Conference 2024 Edition

The Insight: Select Discussions from Oaktree Conference 2024

2 jul 2024 - 39 de minute 14 de secunde

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