57 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

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 Insight: Conversations - Oaktree Conference 2024 Edition

    The Insight: Conversations - Oaktree Conference 2024 Edition

    The Insight: Select Discussions from Oaktree Conference 2024

    • 39 min
    Bonus Episode: Howard Marks on “In Good Company”

    Bonus Episode: Howard Marks on “In Good Company”

    Howard Marks on the "In Good Company" Podcast

    • 41 min
    The Impact of Debt

    The Impact of Debt

    Howard Marks's Memo "The Impact of Debt"

    • 16 min
    The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

    The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

    Oaktree's Howard Marks, Armen Panossian and David Rosenberg discuss topics from Performing Credit Quarterly 1Q2024: Unusually Uncertain

    • 31 min
    The Indispensability of Risk

    The Indispensability of Risk

    Howard Marks's Memo "The Indispensability of Risk"

    • 12 min
    The Archive: You Bet!

    The Archive: You Bet!

    Howard Marks's Memo "You Bet!"

    • 47 min

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