51 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 • 307 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: Easy Money with Howard Marks and Edward Chancellor

    Behind the Memo: Easy Money with Howard Marks and Edward Chancellor

    Oaktree's Howard Marks and author Edward Chancellor discuss "Easy Money"

    • 36 min
    Easy Money

    Easy Money

    Howard Marks's Memo "Easy Money"

    • 56 min
    The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

    The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

    Oaktree's Howard Marks, David Rosenberg and Aman Kumar discuss topics from the December edition of The Roundup: Top Takeaways from Oaktree's Quarterly Letters

    • 35 min
    The Insight: Conversations – Special Episode with Annie Duke and Howard Marks

    The Insight: Conversations – Special Episode with Annie Duke and Howard Marks

    Oaktree's Howard Marks and author Annie Duke discuss "You Bet!"

    • 51 min
    The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

    The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

    Oaktree's Howard Marks and Armen Panossian Discuss "Further Thoughts on 'Sea Change'" and Performing Credit Quarterly 3Q2023

    • 31 min
    Further Thoughts on "Sea Change"

    Further Thoughts on "Sea Change"

    Howard Marks's Memo "Further Thoughts on ‘Sea Change’"

    • 33 min

Customer Reviews

4.8 out of 5
307 Ratings

307 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!

Top Podcasts In Business

Ramsey Network
NerdWallet Personal Finance
Her First $100K
Money News Network
NPR
Dan Fleyshman

You Might Also Like

Ted Seides – Allocator and Asset Management Expert
Oaktree Capital
Columbia Business School
Bloomberg
Colossus | Investing & Business Podcasts
Meb Faber