The Memo by Howard Marks
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.
Latest Episode
Is It a Bubble? (09.12.2025)
Previous Episodes
- Cockroaches in the Coal Mine
- A Look Under the Hood
- 35 Years of Memos
- The Calculus of Value
- More on Repealing the Laws of Economics
- 30 Years of Oaktree
- Nobody Knows (Yet Again)
- Gimme Credit
- Behind The Memo: On Bubble Watch
- On Bubble Watch
- Ruminating on Asset Allocation
- Shall We Repeal The Laws of Economics?
- Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
- Mr. Market Miscalculates
- Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
- The Folly of Certainty
- The Insight: Conversations - Oaktree Conference 2024 Edition
- Bonus Episode: Howard Marks on “In Good Company”
- The Impact of Debt
- The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
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