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Listen "Behind the Memo: Sea Change"
Episode Synopsis
In the latest episode of Behind the Memo, Howard discusses his most recent memo, Sea Change. He explains why the shift we may currently be experiencing could force investors to rethink the meaning of "normal."You can listen to Sea Change in the prior episode or read it here (https://www.oaktreecapital.com/insights/memo/sea-change).
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
In God we trust