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The Memo by Howard Marks

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, ...Read More
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The Memo by Howard Marks
The Memo by Howard Marks
@thememobyhowardmarks
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September 13, 2022

Behind The Memo: The Illusion of Knowledge

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23 mins
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September 8, 2022

The Illusion of Knowledge

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53 mins
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August 4, 2022

Behind The Memo: I Beg To Differ

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24 mins
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July 26, 2022

I Beg To Differ

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48 mins
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June 16, 2022

The Rewind: Something of Value

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1 hr 25 mins
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June 2, 2022

Behind The Memo: Bull Market Rhymes

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17 mins
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May 26, 2022

Bull Market Rhymes

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44 mins
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April 28, 2022

The Rewind: Lines in the Sand

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45 mins
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March 31, 2022

Behind The Memo: The Pendulum in International Affairs

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21 mins
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March 23, 2022

The Pendulum in International Affairs

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29 mins
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February 24, 2022

The Rewind: It’s All a Big Mistake

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54 mins
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January 21, 2022

Introducing "Behind The Memo": Selling Out

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32 mins
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January 13, 2022

Selling Out

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36 mins
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December 20, 2021

The Rewind: Uncertainty

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1 hr 1 mins
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November 30, 2021

The Winds of Change

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1 hr 3 mins
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October 7, 2021

The Rewind: What Does The Market Know?

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52 mins
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September 30, 2021

The Rewind: On The Couch

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1 hr 14 mins
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August 26, 2021

The Rewind: Us and Them

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43 mins
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July 30, 2021

Thinking About Macro

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51 mins
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June 24, 2021

The Rewind: It Is What It Is

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44 mins
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May 5, 2021

The Rewind: Dare to Be Great II

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46 mins
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April 29, 2021

The Rewind: Dare to Be Great

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55 mins
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March 19, 2021

2020 in Review

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31 mins
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February 24, 2021

The Rewind: You Can’t Predict. You Can Prepare.

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52 mins
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January 14, 2021

Something of Value

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1 hr 3 mins
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