The Memo by Howard Marks

Oaktree Capital Management
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The Memo by Howard Marks

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.

  1. 22 OCT

    Ruminating on Asset Allocation

    Howard Marks's Memo "Ruminating on Asset Allocation"

    27 min

  2. 19 SEPT

    Shall We Repeal The Laws of Economics?

    Howard Marks's Memo "Shall We Repeal The Laws of Economics"

    55 min
  3. Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel

    27 AUG

    Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel

    Oaktree's Howard Marks and Author Morgan Housel Discuss "The Impact of Debt"

    39 min

  4. 22 AUG

    Mr. Market Miscalculates

    Howard Marks's Memo "Mr. Market Miscalculates"

    26 min
  5. Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley

    23 JUL

    Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley

    Oaktree's Howard Marks and Bruce Karsh Discuss "The Indispensability of Risk" with Chess Grandmaster Maurice Ashley

    32 min

  6. 17 JUL

    The Folly of Certainty

    Howard Marks's Memo "The Folly of Certainty"

    19 min
  7. The Insight: Conversations - Oaktree Conference 2024 Edition

    2 JUL

    The Insight: Conversations - Oaktree Conference 2024 Edition

    The Insight: Select Discussions from Oaktree Conference 2024

    39 min

  8. 18 JUN

    Bonus Episode: Howard Marks on “In Good Company”

    Howard Marks on the "In Good Company" Podcast

    41 min
See All (63)

Hosts & Guests

About

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.

Information

  • Creator
    Oaktree Capital Management
  • Years Active
    2020 - 2024
  • Episodes
    63
  • Rating
    Clean
  • Copyright
    © 2020 Oaktree Capital
  • Show Website
    The Memo by Howard Marks

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