35 episodes

The Memo by Howard Marks Oaktree Capital Management

- Business
- 4.9 • 52 Ratings

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.

- MAR 6, 2023
The Rewind: Calling The Market

The Rewind: Calling The Market

Howard Marks Discusses Memos Related to Making Market Calls
- 39 min
- FEB 1, 2023
The Rewind: Ditto

The Rewind: Ditto

Howard Marks Discusses "Ditto" with Brookfield CEO Bruce Flatt
- 1 hr 11 min
- JAN 4, 2023
Behind The Memo: Sea Change

Behind The Memo: Sea Change

Howard Marks Discusses "Sea Change"
- 20 min
- DEC 13, 2022
Sea Change

Sea Change

Howard Marks's Memo "Sea Change"
- 36 min
- DEC 5, 2022
Behind The Memo: What Really Matters?

Behind The Memo: What Really Matters?

Howard Marks Discusses "What Really Matters?"
- 23 min
- NOV 22, 2022
What Really Matters?

What Really Matters?

Howard Marks's Memo "What Really Matters?"
- 53 min