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.
Introducing “The Rewind”: The Route To Performance
Howard Marks Discusses "The Route To Performance"
Coming Into Focus
Howard Marks's Memo "Coming Into Focus"
Customer ReviewsSee All
Content 5/5 voice actor narration 1/5 for podcast is not a good idea
Howard Marks’s thinking is incredible and thought provoking.Every new memo comes with a new spark of windom about how to think in uncertain situations. Thank you Howard for sharing your invaluable thought!
I only wish that the memos were narrated by Howard Marks himself instead of a professional voice actor. Producers often underestimate the power of the authors voice and overestimate the value of professional voice acting. this is the case here for this podcast which makes it more like a boring NPR series rather than an engaging podcast. Nonetheless, this deserves a 5/5 because of the depth of wisdom that it contains.
Thoughtful and full of clarity
"Don't just do something, stand there"
An illustration of how clear and careful thinking is the only way to approach strategic investing
Amazing content - better to read
The narrator sounds too robotic. The content is great as always but personally I feel I get more from reading them.