28 episodes

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.

The Memo by Howard Marks Oaktree Capital Management

    • Business
    • 4.9 • 45 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.

    Behind The Memo: The Illusion of Knowledge

    Behind The Memo: The Illusion of Knowledge

    Howard Marks Discusses "The Illusion of Knowledge"

    • 23 min
    The Illusion of Knowledge

    The Illusion of Knowledge

    Howard Marks's Memo "The Illusion of Knowledge"

    • 53 min
    Behind The Memo: I Beg To Differ

    Behind The Memo: I Beg To Differ

    Howard Marks Discusses "I Beg To Differ"

    • 24 min
    I Beg To Differ

    I Beg To Differ

    Howard Marks's Memo "I Beg To Differ"

    • 47 min
    The Rewind: Something of Value

    The Rewind: Something of Value

    Howard Marks Discusses “Something of Value” With Andrew Marks

    • 1 hr 25 min
    Behind The Memo: Bull Market Rhymes

    Behind The Memo: Bull Market Rhymes

    Howard Marks Discusses "Bull Market Rhymes"

    • 16 min

Customer Reviews

4.9 out of 5
45 Ratings

45 Ratings

GeosinBas ,

Powerful lessons

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!

astronomypouya ,

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.

macrodilettante ,

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

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