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The Memo by Howard Marks
Oaktree Capital Management
69 episodes
2 weeks ago

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.

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Investing
Business,
Management
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All content for The Memo by Howard Marks is the property of Oaktree Capital Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...
Investing
Business,
Management
Episodes (20/69)
The Memo by Howard Marks
More on Repealing the Laws of Economics
Howard Marks's Memo, "More on Repealing the Laws of Economics"
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1 week ago
39 minutes 39 seconds

The Memo by Howard Marks
30 Years of Oaktree
Oaktree's cofounders - Howard Marks, Bruce Karsh, and Sheldon Stone - share stories about the firm's origins
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1 month ago
22 minutes 3 seconds

The Memo by Howard Marks
Nobody Knows (Yet Again)
Howard Marks's Memo "Nobody Knows (Yet Again)"
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2 months ago
35 minutes 19 seconds

The Memo by Howard Marks
Gimme Credit
Howard Marks's Memo "Gimme Credit"
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3 months ago
29 minutes 29 seconds

The Memo by Howard Marks
Behind The Memo: On Bubble Watch
Howard Marks Discusses "On Bubble Watch"
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4 months ago
25 minutes 26 seconds

The Memo by Howard Marks
On Bubble Watch
Howard Marks's Memo "On Bubble Watch"
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5 months ago
35 minutes 28 seconds

The Memo by Howard Marks
Ruminating on Asset Allocation
Howard Marks's Memo "Ruminating on Asset Allocation"
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8 months ago
26 minutes 33 seconds

The Memo by Howard Marks
Shall We Repeal The Laws of Economics?
Howard Marks's Memo "Shall We Repeal The Laws of Economics"
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9 months ago
55 minutes

The Memo by Howard Marks
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"
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10 months ago
39 minutes 14 seconds

The Memo by Howard Marks
Mr. Market Miscalculates
Howard Marks's Memo "Mr. Market Miscalculates"
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10 months ago
26 minutes 1 second

The Memo by Howard Marks
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
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11 months ago
32 minutes 25 seconds

The Memo by Howard Marks
The Folly of Certainty
Howard Marks's Memo "The Folly of Certainty"
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11 months ago
19 minutes 6 seconds

The Memo by Howard Marks
The Insight: Conversations - Oaktree Conference 2024 Edition
The Insight: Select Discussions from Oaktree Conference 2024
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12 months ago
39 minutes 14 seconds

The Memo by Howard Marks
Bonus Episode: Howard Marks on “In Good Company”
Howard Marks on the "In Good Company" Podcast
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1 year ago
41 minutes 11 seconds

The Memo by Howard Marks
The Impact of Debt
Howard Marks's Memo "The Impact of Debt"
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1 year ago
16 minutes 5 seconds

The Memo by Howard Marks
The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
Oaktree's Howard Marks, Armen Panossian and David Rosenberg discuss topics from Performing Credit Quarterly 1Q2024: Unusually Uncertain
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1 year ago
31 minutes 12 seconds

The Memo by Howard Marks
The Indispensability of Risk
Howard Marks's Memo "The Indispensability of Risk"
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1 year ago
12 minutes 20 seconds

The Memo by Howard Marks
The Archive: You Bet!
Howard Marks's Memo "You Bet!"
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1 year ago
47 minutes 59 seconds

The Memo by Howard Marks
Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
Oaktree's Howard Marks and author Edward Chancellor discuss "Easy Money"
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1 year ago
36 minutes 54 seconds

The Memo by Howard Marks
Easy Money
Howard Marks's Memo "Easy Money"
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1 year ago
56 minutes 51 seconds

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.