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Listen "Behind the Memo: The Illusion of Knowledge"
Episode Synopsis
In the latest episode of Behind the Memo, Howard discusses key themes from his recent memo, The Illusion of Knowledge. He explains why creating helpful macro forecasts is so challenging and why “thinking about macro” and forecasting aren’t the same thing. You can listen to The Illusion of Knowledge in the prior episode or read it here (https://www.oaktreecapital.com/insights/memo/the-illusion-of-knowledge).
More episodes of the podcast The Memo by Howard Marks
Is It a Bubble?
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Cockroaches in the Coal Mine
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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