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The Memo by Howard Marks

The Memo by Howard Marks

35 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 Rewind: Calling The Market
Howard Marks Discusses Memos Related to Making Marke... more
Mar 7 2023 39m
The Illogical Death of Equities
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 Cycle of Attitudes Towards 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
Security Prices and Investor Expectations
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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Behind The Memo: The Illusion of Knowledge
Howard Marks Discusses "The Illusion of Knowledge"
Sep 13 2022 23m
Chapter 1 7 mins
The Illusion of Knowledge in Macro Forecasting
Chapter 2 9 mins
The Ineffectiveness of Macro Forecasting
Chapter 3 4 mins
The Dangers of Forecasting
Chapter 4 1 min
Oak Tree Capital Management
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The Illusion of Knowledge
Howard Marks's Memo "The Illusion of Knowledge"
Sep 8 2022 53m
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Behind The Memo: I Beg To Differ
Howard Marks Discusses "I Beg To Differ"
Aug 4 2022 24m
Is It Priced In?'.
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I Beg To Differ
Howard Marks's Memo "I Beg To Differ"
Jul 26 2022 47m
Dangers of Being Ahead
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The Rewind: Something of Value
Howard Marks Discusses “Something of Value” With And... more
Jun 16 2022 1h 25m
Value Investing Formulas
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Behind The Memo: Bull Market Rhymes
Howard Marks Discusses "Bull Market Rhymes"
Jun 2 2022 16m
It's Different This Time
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Bull Market Rhymes
Howard Marks's Memo "Bull Market Rhymes"
May 26 2022 44m
The Market's Transition
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The Rewind: Lines in the Sand
Howard Marks Discusses “Lines in the Sand”
Apr 28 2022 44m
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Behind The Memo: The Pendulum in International Affairs
Howard Marks Discusses "The Pendulum in Internationa... more
Mar 31 2022 21m
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The Pendulum in International Affairs
Howard Marks's Memo "The Pendulum in International A... more
Mar 23 2022 29m
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The Rewind: It’s All a Big Mistake
Howard Marks Discusses “It’s All a Big Mistake” with... more
Feb 24 2022 53m
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Introducing "Behind The Memo": Selling Out
Howard Marks Discusses "Selling Out"
Jan 21 2022 32m
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Selling Out
Howard Marks's Memo "Selling Out"
Jan 13 2022 35m
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The Rewind: Uncertainty
Howard Marks Discusses “Uncertainty.”
Dec 20 2021 1h 1m
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The Winds of Change
Howard Marks's Memo "The Winds of Change"
Nov 30 2021 1h 2m
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The Rewind: What Does The Market Know?
Howard Marks Discusses "What Does The Market Know?"
Oct 7 2021 52m
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The Rewind: On The Couch
Howard Marks Discusses “On The Couch.”
Sep 30 2021 1h 13m
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The Rewind: Us and Them
Howard Marks Discusses “Us and Them.”
Aug 26 2021 43m
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