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.
Logic, plain and simple
3일 전
A helping of logic and insights in every podcast.
Can be at times a little dry
2월 1일
The podcast is in my humble opinion is full of insight and wisdom but occasionally can be a little dry I hope to glean tidbits of valuable information for years to come
Monday quarterback marks
8월 24일
Howard thinks theres value in broad market and youre a dummy if you sell. Hes right but in a boring way cause he doesnt explain the mechanism (inflation) that makes it so... central banks hate you if you have net worth less than 100 million.
Masterpiece
1월 10일
Howard’s missives on “Easy Money”, or “Sea Change”, for example are worth their weight in gold. Just finished his Easy Money and took 6 pages of notes. Thank you Howard
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