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.
Anfitriones e invitados
Can be at times a little dry
1 feb
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
24 ago
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
10 ene
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
Wonderful Wisdom
29/04/2022
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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Información
- CreadorOaktree Capital Management
- Años de actividad2020 - 2024
- Episodios61
- ClasificaciónApto
- Copyright© 2020 Oaktree Capital
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