2 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

    • Investing
    • 4.9 • 22 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.

    Introducing “The Rewind”: The Route To Performance

    Introducing “The Rewind”: The Route To Performance

    Howard Marks Discusses "The Route To Performance"

    • 19 min
    Coming Into Focus

    Coming Into Focus

    Howard Marks's Memo "Coming Into Focus"

    • 1 hr

Customer Reviews

4.9 out of 5
22 Ratings

22 Ratings

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

RobbCh ,

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.

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