The Memo by Howard Marks
By Oaktree Capital Management
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Category: Investing
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Episodes: 64
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 |
|---|---|
|
On Bubble Watch
|
Jan 07, 2025 |
|
Ruminating on Asset Allocation
|
Oct 22, 2024 |
|
Shall We Repeal The Laws of Economics?
|
Sep 19, 2024 |
|
Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
|
Aug 27, 2024 |
|
Mr. Market Miscalculates
|
Aug 22, 2024 |
|
Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
|
Jul 23, 2024 |
|
The Folly of Certainty
|
Jul 17, 2024 |
|
The Insight: Conversations - Oaktree Conference 2024 Edition
|
Jul 02, 2024 |
|
Bonus Episode: Howard Marks on “In Good Company”
|
Jun 18, 2024 |
|
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 |