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The Memo by Howard Marks

Oaktree Capital Management
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.
business investing

All Episodes

00:36:40
Sea Change
The Memo by Howard Marks ·
2022/12/13
en
00:23:10
Behind the Memo: What Really Matters?
The Memo by Howard Marks ·
2022/12/06
en
00:53:28
What Really Matters?
The Memo by Howard Marks ·
2022/11/22
en
00:35:14
The Rewind: Global Financial Crisis
The Memo by Howard Marks ·
2022/10/13
en
00:23:26
Behind the Memo: The Illusion of Knowledge
The Memo by Howard Marks ·
2022/09/13
en
00:53:25
The Illusion of Knowledge
The Memo by Howard Marks ·
2022/09/08
en
00:24:05
Behind the Memo: I Beg To Differ
The Memo by Howard Marks ·
2022/08/04
en
00:47:38
I Beg To Differ
The Memo by Howard Marks ·
2022/07/26
en
01:25:20
The Rewind: Something of Value
The Memo by Howard Marks ·
2022/06/16
en
00:16:31
Behind the Memo: Bull Market Rhymes
The Memo by Howard Marks ·
2022/06/02
en
00:44:24
Bull Market Rhymes
The Memo by Howard Marks ·
2022/05/26
en
00:44:33
The Rewind: Lines in the Sand
The Memo by Howard Marks ·
2022/04/28
en
00:21:17
Behind the Memo: The Pendulum in International Affairs
The Memo by Howard Marks ·
2022/03/31
en
00:29:29
The Pendulum in International Affairs
The Memo by Howard Marks ·
2022/03/23
en
00:53:32
The Rewind: It’s All a Big Mistake
The Memo by Howard Marks ·
2022/02/24
en
00:32:25
Introducing "Behind The Memo": Selling Out
The Memo by Howard Marks ·
2022/01/21
en
00:35:56
Selling Out
The Memo by Howard Marks ·
2022/01/13
en
01:01:05
The Rewind: Uncertainty
The Memo by Howard Marks ·
2021/12/20
en
01:02:57
The Winds of Change
The Memo by Howard Marks ·
2021/11/30
en
00:52:22
The Rewind: What Does The Market Know?
The Memo by Howard Marks ·
2021/10/07
en
72 results

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