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The Memo by Howard Marks

The Memo by Howard Marks

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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.

Recent Episodes

  • Ruminating on Asset Allocation

    1 month ago

  • Shall We Repeal The Laws of Economics?

    2 months ago

  • Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel

    3 months ago

  • Mr. Market Miscalculates

    3 months ago

  • Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley

    4 months ago

  • The Folly of Certainty

    4 months ago

  • The Insight: Conversations - Oaktree Conference 2024 Edition

    5 months ago

  • Bonus Episode: Howard Marks on “In Good Company”

    5 months ago

  • The Impact of Debt

    7 months ago

  • The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

    7 months ago