55 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 • 315 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.

    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
    The Indispensability of Risk

    The Indispensability of Risk

    Howard Marks's Memo "The Indispensability of Risk"

    • 12 min
    The Archive: You Bet!

    The Archive: You Bet!

    Howard Marks's Memo "You Bet!"

    • 47 min
    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

Customer Reviews

4.8 out of 5
315 Ratings

315 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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