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The Memo by Howard Marks

The Memo by Howard Marks

53 Episodes • By Oaktree Capital Management • art19.com/shows/the-memo-by-howa...
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, ...more
Investing Management Business
The Memo by Howard Marks
The Memo by Howard Marks
@thememobyhowardmarks
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The Indispensability of Risk
Howard Marks's Memo "The Indispensability of Risk"
Apr 17 2024 12m
Chapter 1 10 mins
Understanding the Indispensability of Risk
Chapter 2 1 min
Investment Disclaimer in Podcast Episode
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The Archive: You Bet!
Howard Marks's Memo "You Bet!"
Mar 21 2024 47m
Navigating Uncertain Futures
Chapter 1 11 mins
Influences of Decision-Making in Life
Chapter 2 5 mins
Understanding Decisions in Uncertainty
Chapter 3 14 mins
The Role of Skill in Gambling
Chapter 4 13 mins
The Art of Investing and Gambling
Chapter 5 2 mins
The Complexity of Investing
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Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
Oaktree's Howard Marks and author Edward Chancellor ... more
Feb 8 2024 36m
Understanding Malinvestment and Error in Investments
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Easy Money
Howard Marks's Memo "Easy Money"
Jan 9 2024 56m
Misguided Investments and Time in Economics
Chapter 1 15 mins
The Impact of Low Interest Rates
Chapter 2 15 mins
Low Rates' Impact on Investments
Chapter 3 17 mins
The Effects of Low Interest Rates
Chapter 4 6 mins
Interest Rates and Investment Strategies Implications
Chapter 5 1 min
Oak Tree's Disclaimer and Restrictions
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The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
Oaktree's Howard Marks, David Rosenberg and Aman Kum... more
Jan 4 2024 35m
Risks and Opportunities in Biotech Lending
Chapter 1 12 mins
Challenging Perceptions in Investing
Chapter 2 7 mins
Impact of Pandemic on Credit Markets
Chapter 3 4 mins
Market Rally, Interest Rates, Consumer Spending
Chapter 4 10 mins
Life Sciences Lending and Market Trends
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The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
Oaktree's Howard Marks and author Annie Duke discuss... more
Dec 6 2023 51m
Forecasting and Probabilities in Decision Making
Chapter 1 6 mins
Exploring Decision Quality and Uncertainty
Chapter 2 3 mins
Success, Decisions, and Reputation in Investing
Chapter 3 6 mins
Luck and Skill in Decision Making
Chapter 4 7 mins
Embracing Uncertainty and Making Informed Decisions
Chapter 5 4 mins
Improving Decision Making Through Collaboration
Chapter 6 8 mins
Improving Decision Quality and Risk Management
Chapter 7 12 mins
Quantifying Subjective Judgments and Risk
Chapter 8 2 mins
Restrictions and Disclaimers for Investment Advice
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The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian
Oaktree's Howard Marks and Armen Panossian Discuss "... more
Nov 2 2023 31m
Warning Signs of Deteriorating Loan Market
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Further Thoughts on "Sea Change"
Howard Marks's Memo "Further Thoughts on ‘Sea Change... more
Oct 11 2023 33m
Fed Policy's Impact on Economy
Chapter 1 18 mins
The Sea Change in Investment Environment
Chapter 2 13 mins
The Sea Change
Chapter 3 1 min
Key Points From Howard Marks' Memo
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The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
Oaktree’s Wayne Dahl, Robert O'Leary and Mark Jacobs... more
Oct 5 2023 29m
Misconceptions About Credit Markets
Chapter 1 9 mins
Volatile Interest Rates and Credit Landscape
Chapter 2 10 mins
Opportunistic Credit Landscape
Chapter 3 6 mins
Opportunities and Misconceptions in Real Estate
Chapter 4 38 sec
Buy High-Quality Assets
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Behind The Memo: Fewer Losers, or More Winners?
Howard Marks Discusses “Fewer Losers, or More Winner... more
Sep 20 2023 30m
The Importance of Risk in Investing
Chapter 1 11 mins
Balancing Offense and Defense in Investing
Chapter 2 5 mins
Winners in Tennis and Investing
Chapter 3 11 mins
Balancing Winners and Losers in Investing
Chapter 4 55 sec
Podcast Disclaimer
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Fewer Losers, or More Winners?
Howard Marks's Memo "Fewer Losers, or More Winners?"
Sep 12 2023 35m
Tennis and Investing
Chapter 1 16 mins
Risk Control and Investing Winners
Chapter 2 11 mins
Winners, Losers in Tennis and Investing
Chapter 3 6 mins
Markets and Alpha in Investing Efficiency
Chapter 4 55 sec
Legal Disclaimer for Podcast
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The Insight: Conversations – European Credit at a Turning Point
The Insight: Conversations - European Credit at a Tu... more
Sep 8 2023 42m
Changing Sentiment Towards European Markets
Chapter 1 5 mins
Insights on European Credit Market
Chapter 2 9 mins
Macro Forces' Impact on Financial Markets
Chapter 3 3 mins
Lending and Private Equity Concerns
Chapter 4 6 mins
Exploring Opportunities and Risks in Markets
Chapter 5 7 mins
Underwriting Challenges and Default Risks
Chapter 6 9 mins
Market Trends and Risks
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The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
Oaktree’s Armen Panossian, Danielle Poli, and Megan ... more
Aug 8 2023 34m
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Taking The Temperature
Howard Marks's Memo "Taking The Temperature"
Jul 10 2023 49m
Observations and Lessons From Market Calls
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The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
Oaktree’s Howard Marks and David Rosenberg discuss t... more
Jun 27 2023 33m
Underreported Risks in Credit Markets
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The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
Oaktree’s Wayne Dahl and Anna Szymanski discuss how ... more
May 25 2023 35m
Interpreting Economic Data and Forecasting
Chapter 1 7 mins
Economic Trends and Credit Markets
Chapter 2 15 mins
Interpreting Economic Data Nuances
Chapter 3 9 mins
Navigating Uncertainty in Credit Investing
Chapter 4 2 mins
Investment Disclaimer and Restrictions
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The Insight: Conversations – Performing Credit Quarterly 1Q2023
Oaktree’s Armen Panossian and Howard Marks Discuss t... more
Apr 20 2023 35m
The Complexity of Investment Decisions
Chapter 1 11 mins
The Effects of Easy Money
Chapter 2 5 mins
The Challenges of Easy Money
Chapter 3 10 mins
Direct Lending Impact on Asset Classes
Chapter 4 5 mins
Believing No Risk Exists
Chapter 5 2 mins
Bargains in Difficult Times
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Lessons from Silicon Valley Bank
Howard Marks's Memo "Lessons from Silicon Valley Ban... more
Apr 17 2023 44m
Moral Hazard and Government Solutions
Chapter 1 13 mins
Managing Bank Risks
Chapter 2 16 mins
Causes of SVB's Collapse
Chapter 3 13 mins
Credit Suisse Takeover Impact
Chapter 4 1 min
Risks and Responsibilities of Investing
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The Rewind: Calling The Market
Howard Marks Discusses Memos Related to Making Marke... more
Mar 7 2023 39m
The Relationship Between Price and Value
Chapter 1 13 mins
The Danger of Not Heeding History
Chapter 2 9 mins
The Logic of Investing
Chapter 3 12 mins
Power of the Fed Fallacy
Chapter 4 2 mins
Psychology and History of Market Extremes
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The Rewind: Ditto
Howard Marks Discusses "Ditto" with Brookfield CEO B... more
Feb 2 2023 1h 11m
The Source of Investment Risk
Chapter 1 6 mins
The Perversity of Risk
Chapter 2 7 mins
Price vs. Value
Chapter 3 7 mins
The Benefits of Intelligent Contrarianism
Chapter 4 13 mins
Long-Term Investing for Wealth
Chapter 5 10 mins
Cycles and Attitudes Toward Investment Risk
Chapter 6 13 mins
The Risk Cycle
Chapter 7 11 mins
Risk and Return Today
Chapter 8 1 min
Investing With Oak Tree Capital
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Behind The Memo: Sea Change
Howard Marks Discusses "Sea Change"
Jan 5 2023 20m
High Yield Bonds and Interest Rates
Chapter 1 8 mins
The Three C's of Investing
Chapter 2 10 mins
Declining Interest Rates and Private Equity
Chapter 3 1 min
Oak Tree Capital Management L.P
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Sea Change
Howard Marks's Memo "Sea Change"
Dec 13 2022 36m
Chapter 1 10 mins
Three Sea Changes in My Career
Chapter 2 16 mins
The Effect of Low Interest Rates
Chapter 3 8 mins
The Different World of Investing Post-Gfc
Chapter 4 1 min
Oak Tree Capital Management Podcast
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Behind The Memo: What Really Matters?
Howard Marks Discusses "What Really Matters?"
Dec 6 2022 23m
The Importance of Long-Term Thinking
Chapter 1 8 mins
What Really Matters
Chapter 2 12 mins
What Matters in Investing?
Chapter 3 1 min
Oak Tree Capital Management
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What Really Matters?
Howard Marks's Memo "What Really Matters?"
Nov 22 2022 53m
Don't Just Do Something, Sit There
Chapter 1 12 mins
What Really Matters for Investors
Chapter 2 15 mins
What Doesn't Matter in Investing?
Chapter 3 5 mins
Return Manipulation in Private Equity
Chapter 4 12 mins
Only the Long Run Matters
Chapter 5 6 mins
Asymmetry for Active Investors
Chapter 6 1 min
OAK TREE CAPITAL MANAGEMENT L.P. - Educational Podcast
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The Rewind: Global Financial Crisis
Howard Marks Discusses the Global Financial Crisis w... more
Oct 13 2022 35m
Chapter 1 6 mins
Dangers of Exuberance and Cheapening Money
Chapter 2 5 mins
Leverage, Liquidity, and Crises
Chapter 3 5 mins
Dangers of Leverage in a Booming Economy
Chapter 4 5 mins
The Market's View
Chapter 5 10 mins
It's All Good
Chapter 6 1 min
Oak Tree Capital Management L.P
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