The Memo by Howard Marks

By Oaktree Capital Management

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Category: Investing

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Episodes: 55

Description

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.


Episode Date
The Impact of Debt
May 08, 2024
The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
May 06, 2024
The Indispensability of Risk
Apr 17, 2024
The Archive: You Bet!
Mar 21, 2024
Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
Feb 08, 2024
Easy Money
Jan 09, 2024
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
Jan 04, 2024
The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
Dec 06, 2023
The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian
Nov 02, 2023
Further Thoughts on "Sea Change"
Oct 11, 2023
The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
Oct 05, 2023
Behind the Memo: Fewer Losers, or More Winners?
Sep 20, 2023
Fewer Losers, or More Winners?
Sep 12, 2023
The Insight: Conversations – European Credit at a Turning Point
Sep 08, 2023
The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
Aug 08, 2023
Taking The Temperature
Jul 10, 2023
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
Jun 27, 2023
The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
May 25, 2023
The Insight: Conversations – Performing Credit Quarterly 1Q2023
Apr 20, 2023
Lessons from Silicon Valley Bank
Apr 17, 2023
The Rewind: Calling The Market
Mar 07, 2023
The Rewind: Ditto
Feb 02, 2023
Behind the Memo: Sea Change
Jan 05, 2023
Sea Change
Dec 13, 2022
Behind the Memo: What Really Matters?
Dec 06, 2022
What Really Matters?
Nov 22, 2022
The Rewind: Global Financial Crisis
Oct 13, 2022
Behind the Memo: The Illusion of Knowledge
Sep 13, 2022
The Illusion of Knowledge
Sep 08, 2022
Behind the Memo: I Beg To Differ
Aug 04, 2022
I Beg To Differ
Jul 26, 2022
The Rewind: Something of Value
Jun 16, 2022
Behind the Memo: Bull Market Rhymes
Jun 02, 2022
Bull Market Rhymes
May 26, 2022
The Rewind: Lines in the Sand
Apr 28, 2022
Behind the Memo: The Pendulum in International Affairs
Mar 31, 2022
The Pendulum in International Affairs
Mar 23, 2022
The Rewind: It’s All a Big Mistake
Feb 24, 2022
Introducing "Behind The Memo": Selling Out
Jan 21, 2022
Selling Out
Jan 13, 2022
The Rewind: Uncertainty
Dec 20, 2021
The Winds of Change
Nov 30, 2021
The Rewind: What Does The Market Know?
Oct 07, 2021
The Rewind: On The Couch
Sep 30, 2021
The Rewind: Us and Them
Aug 26, 2021
Thinking About Macro
Jul 30, 2021
The Rewind: It Is What It Is
Jun 24, 2021
The Rewind: Dare to Be Great II
May 05, 2021
The Rewind: Dare to Be Great
Apr 29, 2021
2020 in Review
Mar 19, 2021
The Rewind: You Can’t Predict. You Can Prepare.
Feb 24, 2021
Something of Value
Jan 14, 2021
The Rewind: bubble.com
Dec 21, 2020
Introducing “The Rewind”: The Route To Performance
Nov 30, 2020
Coming Into Focus
Oct 19, 2020