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The Memo by Howard Marks

The Memo by Howard Marks

56 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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Bonus Episode: Howard Marks on “In Good Company”
Howard Marks on the "In Good Company" Podcast
Jun 18 2024 41m
Quality of Decision Making Under Uncertainty
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The Impact of Debt
Howard Marks's Memo "The Impact of Debt"
May 8 2024 16m
Understanding the Risks of Leverage
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The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
Oaktree's Howard Marks, Armen Panossian and David Ro... more
May 6 2024 31m
Investor Psychology and Credit Market Opportunities
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The Indispensability of Risk
Howard Marks's Memo "The Indispensability of Risk"
Apr 17 2024 12m
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The Archive: You Bet!
Howard Marks's Memo "You Bet!"
Mar 21 2024 47m
Embracing Uncertainty in Decision Making
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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
Market Expectations and Interest Rates
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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
The Impact of Credit Market Growth
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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
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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
Historical Interest Rate Trends Rarity
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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
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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
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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
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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
Inflation, Recession, and Market Conditions
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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
Keys to Successful Contrarian Investing
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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
Market Muscle Memory and Inflation
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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
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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
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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
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The Rewind: Calling The Market
Howard Marks Discusses Memos Related to Making Marke... more
Mar 7 2023 39m
Buying Things Well
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The Rewind: Ditto
Howard Marks Discusses "Ditto" with Brookfield CEO B... more
Feb 2 2023 1h 11m
The Cycle of Attitudes Towards Risk
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Behind The Memo: Sea Change
Howard Marks Discusses "Sea Change"
Jan 5 2023 20m
High Yield Bonds and Interest Rates
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Sea Change
Howard Marks's Memo "Sea Change"
Dec 13 2022 36m
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