The Memo by Howard Marks

The Memo by Howard Marks

Por: Oaktree Capital Management

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.
74 episodios disponibles

Latest episodes of the podcast The Memo by Howard Marks

Is It a Bubble? 09/12/2025
Cockroaches in the Coal Mine 06/11/2025
A Look Under the Hood 28/10/2025
35 Years of Memos 14/10/2025
The Calculus of Value 14/08/2025
More on Repealing the Laws of Economics 18/06/2025
30 Years of Oaktree 06/05/2025
Nobody Knows (Yet Again) 09/04/2025
Gimme Credit 06/03/2025
Behind The Memo: On Bubble Watch 27/02/2025
On Bubble Watch 07/01/2025
Ruminating on Asset Allocation 22/10/2024
Shall We Repeal The Laws of Economics? 19/09/2024
Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel 27/08/2024
Mr. Market Miscalculates 22/08/2024
Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley 23/07/2024
The Folly of Certainty 17/07/2024
The Insight: Conversations - Oaktree Conference 2024 Edition 02/07/2024
Bonus Episode: Howard Marks on “In Good Company” 18/06/2024
The Impact of Debt 08/05/2024
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