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

  • More on Repealing the Laws of Economics

    2 months ago
  • 30 Years of Oaktree

    3 months ago
  • Nobody Knows (Yet Again)

    4 months ago
  • Gimme Credit

    5 months ago
  • Behind The Memo: On Bubble Watch

    6 months ago
  • On Bubble Watch

    7 months ago
  • Ruminating on Asset Allocation

    10 months ago
  • Shall We Repeal The Laws of Economics?

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

    12 months ago
  • Mr. Market Miscalculates

    12 months ago