44 episodes
The Memo by Howard Marks Oaktree Capital Management
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- Business
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4.8 • 53 Ratings
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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.
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Behind The Memo: Fewer Losers, or More Winners?
Howard Marks Discusses “Fewer Losers, or More Winners?”
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Fewer Losers, or More Winners?
Howard Marks's Memo "Fewer Losers, or More Winners?"
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The Insight: Conversations – European Credit at a Turning Point
The Insight: Conversations - European Credit at a Turning Point with Oaktree's Armen Panossian, Madelaine Jones, and Nael Khatoun
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The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
Oaktree’s Armen Panossian, Danielle Poli, and Megan Messina discuss topics from Performing Credit Quarterly 2Q2023: Fighting The Fed
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The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
Oaktree’s Howard Marks and David Rosenberg discuss the June 2023 edition of The Roundup
Customer Reviews
Fewer Losers, or More Winners?
I just listened to the Memo ‘Fewer Losers, or More Winners?’ and ‘Behind the Memo’.
Excellent and thought provoking. It’s similar to what, I think, Charlie Munger once said about the importance of focusing on avoiding mistakes and stupidities that he has seen others make, such as using alcohol, or drugs….
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!
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.
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