Listen "2020 in Review"
Episode Synopsis
Last year featured a jaw-dropping list of extremes, from a once-in-a-century pandemic to record-breaking market moves. Howard Marks writes in his latest memo about approaching the investment environment left in 2020’s wake – one generating many questions and no easy answers. (March 4, 2021)You can read the memo here (https://www.oaktreecapital.com/insights/howard-marks-memos).The memo is read by LJ Ganser.
More 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
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.