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
The Calculus of Value (14.08.2025)
Previous Episodes
- More on Repealing the Laws of Economics 18.06.2025
- 30 Years of Oaktree 06.05.2025
- Nobody Knows (Yet Again) 09.04.2025
- Gimme Credit 06.03.2025
- Behind The Memo: On Bubble Watch 27.02.2025
- On Bubble Watch 07.01.2025
- Ruminating on Asset Allocation 22.10.2024
- Shall We Repeal The Laws of Economics? 19.09.2024
- Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel 27.08.2024
- Mr. Market Miscalculates 22.08.2024
- Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley 23.07.2024
- The Folly of Certainty 17.07.2024
- The Insight: Conversations - Oaktree Conference 2024 Edition 02.07.2024
- Bonus Episode: Howard Marks on “In Good Company” 18.06.2024
- The Impact of Debt 08.05.2024
- The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg 06.05.2024
- The Indispensability of Risk 17.04.2024
- The Archive: You Bet! 21.03.2024
- Behind the Memo: Easy Money with Howard Marks and Edward Chancellor 08.02.2024
- Easy Money 09.01.2024
