59 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
    • 4.8 • 323 Ratings

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

    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
    The Folly of Certainty

    The Folly of Certainty

    Howard Marks's Memo "The Folly of Certainty"

    • 19 min
    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

Customer Reviews

4.8 out of 5
323 Ratings

323 Ratings

dbbo14 ,

Can be at times a little dry

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

0611Esti ,

Masterpiece

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

rscotte ,

Wonderful Wisdom

This podcast is a true gem. It unpacks the insights of a world class investor and strategist in a very intimate and relaxing way.
Think of it as PhD level reflections in your pocket available anytime!

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