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 Rewind: Dare to Be Great II
Howard Marks discusses "Dare to Be Great II."
The Rewind: Dare to Be Great
Howard Marks Discusses "Dare to Be Great"
2020 in Review
Howard Marks' memo "2020 in Review"
The Rewind: You Can’t Predict. You Can Prepare.
Howard Marks Reflects On "You Can't Predict. You Can Prepare."
Something of Value
Howard Marks' memo "Something of Value"
The Rewind: bubble.com
Howard Marks on "bubble.com"
One of the Best
Marks embodies the epitome of common sense. To listen to him is to learn from 50+ years of market experience that few have. He compares and contrasts market realities with ease. I’ve read his memos for years and they have made me a better investor. No one else has his style and track record. We are long term Investors in Oaktree and he consistently makes the smart decisions.
Measured and Informative
Howard Marks meticulously explains his ideas on investing to educate not just his clients but anyone interested to learn about investing.
Always learning something new from Mr. Marks.