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.
Behind The Memo: The Illusion of Knowledge
Howard Marks Discusses "The Illusion of Knowledge"
The Illusion of Knowledge
Howard Marks's Memo "The Illusion of Knowledge"
Behind The Memo: I Beg To Differ
Howard Marks Discusses "I Beg To Differ"
I Beg To Differ
Howard Marks's Memo "I Beg To Differ"
The Rewind: Something of Value
Howard Marks Discusses “Something of Value” With Andrew Marks
Behind The Memo: Bull Market Rhymes
Howard Marks Discusses "Bull Market Rhymes"
These are fantastic to listen to after reading Howard’s 2 incredible books, I read them every year and listen to these pod casts, helps to keep your feet firmly on the ground!
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