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PODCAST

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

00:28:47
A Look Under the Hood
The Memo by Howard Marks ·
2025/10/28
en
00:30:47
35 Years of Memos
The Memo by Howard Marks ·
2025/10/14
en
00:41:40
The Calculus of Value
The Memo by Howard Marks ·
2025/08/14
en
00:39:39
More on Repealing the Laws of Economics
The Memo by Howard Marks ·
2025/06/18
en
00:22:03
30 Years of Oaktree
The Memo by Howard Marks ·
2025/05/06
en
00:35:20
Nobody Knows (Yet Again)
The Memo by Howard Marks ·
2025/04/09
en
00:29:29
Gimme Credit
The Memo by Howard Marks ·
2025/03/06
en
00:25:26
Behind The Memo: On Bubble Watch
The Memo by Howard Marks ·
2025/02/27
en
00:35:28
On Bubble Watch
The Memo by Howard Marks ·
2025/01/07
en
00:26:33
Ruminating on Asset Allocation
The Memo by Howard Marks ·
2024/10/22
en
00:55:00
Shall We Repeal The Laws of Economics?
The Memo by Howard Marks ·
2024/09/19
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00:39:14
Behind The Memo: The Impact of Debt with Howard Marks...
The Memo by Howard Marks ·
2024/08/27
en
00:26:01
Mr. Market Miscalculates
The Memo by Howard Marks ·
2024/08/22
en
00:32:25
Behind the Memo: The Indispensability of Risk with...
The Memo by Howard Marks ·
2024/07/23
en
00:19:06
The Folly of Certainty
The Memo by Howard Marks ·
2024/07/17
en
00:39:14
The Insight: Conversations - Oaktree Conference 2024...
The Memo by Howard Marks ·
2024/07/02
en
00:41:11
Bonus Episode: Howard Marks on “In Good Company”
The Memo by Howard Marks ·
2024/06/18
en
00:16:05
The Impact of Debt
The Memo by Howard Marks ·
2024/05/08
en
00:31:12
The Insight: Conversations – Volatility Ahead?...
The Memo by Howard Marks ·
2024/05/06
en
00:12:20
The Indispensability of Risk
The Memo by Howard Marks ·
2024/04/17
en
72 results

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