53 min listen
Further Thoughts on "Sea Change"
ratings:
Length:
34 minutes
Released:
Oct 11, 2023
Format:
Podcast episode
Description
In his latest memo, Howard Marks provides a follow-up to Sea Change (https://www.oaktreecapital.com/insights/memo/sea-change), his thought-provoking memo published in December 2022. He argues that the trends he highlighted in the original memo collectively represent a sweeping alteration of the investment environment that calls for significant capital reallocation. Further Thoughts on Sea Change was originally sent exclusively to clients in May, but the message has only become more relevant in recent months, so Howard thought now was a good time to share it with a broader audience. All market data cited in this memo is as of May 30, 2023, when the memo was originally sent to Oaktree clients.The memo is read by LJ Ganser.You can read the memo here (https://www.oaktreecapital.com/docs/default-source/memos/further-thoughts-on-sea-change3dda4540-569f-4415-9a5b-004fbabf06d4.pdf?sfvrsn=c3cc5166_3).
Released:
Oct 11, 2023
Format:
Podcast episode
Titles in the series (53)
The Rewind: bubble.com by The Memo by Howard Marks