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
Oaktree's Howard Marks and author Edward Chancellor discuss "Easy Money"
Howard Marks's Memo "Easy Money"
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
The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
Oaktree's Howard Marks and author Annie Duke discuss "You Bet!"
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
Further Thoughts on "Sea Change"
Howard Marks's Memo "Further Thoughts on ‘Sea Change’"
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
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
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!