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: I Beg To Differ
Howard Marks Discusses "I Beg To Differ"
I Beg To Differ
Howard Marks's Memo "I Beg To Differ"
The Rewind: Something of Value
Howard Marks Discusses “Something of Value” With Andrew Marks
Behind The Memo: Bull Market Rhymes
Howard Marks Discusses "Bull Market Rhymes"
Bull Market Rhymes
Howard Marks's Memo "Bull Market Rhymes"
The Rewind: Lines in the Sand
Howard Marks Discusses “Lines in the Sand”