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The Memo by Howard Marks

The Memo by Howard Marks


The Memo by Howard Marks

ratings:
Length:
53 episodes
Language:
English
Format:
Podcast

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.
Language:
English
Format:
Podcast

Episodes1 - 10 of 53 episodes

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The Indispensability of Risk

In his latest memo, Howard Marks considers what chess can teach investors about the par...

12 minutes
Apr 17, 2024

The Archive: You Bet!

In his 2020 memo You Bet!, Howard Marks explained what it means to “think in bets,” as ...

47 minutes
Mar 21, 2024

Behind the Memo: Easy Money with Howard Marks and Edward Chancellor

In this special episode of Behind the Memo, Howard Marks is joined by journalist and fi...

36 minutes
Feb 08, 2024

Easy Money

In his latest memo, Howard Marks considers what financial history can teach us about pe...

56 minutes
Jan 09, 2024

The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

What is a “normal” investment environment? What might a recession in 2024 mean for liqu...

35 minutes
Jan 04, 2024

The Insight: Conversations – Special Episode with Annie Duke and Howard Marks

Special guest Annie Duke (former professional poker player, best-selling author) joins ...

51 minutes
Dec 06, 2023

The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topi...

31 minutes
Nov 02, 2023

Further Thoughts on "Sea Change"

In his latest memo, Howard Marks provides a follow-up to Sea Change (https://www.oaktre...

33 minutes
Oct 11, 2023

The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

How have credit investors been successfully navigating the volatile interest rate envir...

29 minutes
Oct 05, 2023

Behind the Memo: Fewer Losers, or More Winners?

In the latest episode of Behind the Memo, Howard discusses his recent memo: Fewer Loser...

30 minutes
Sep 20, 2023