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, released in tandem with or shortly after their publication.
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Episodes (149)
I Beg To Differ
The Memo by Howard Marks
The Rewind: Something of Value
The Memo by Howard Marks
Behind the Memo: Bull Market Rhymes
The Memo by Howard Marks
Bull Market Rhymes
The Memo by Howard Marks
The Rewind: Lines in the Sand
The Memo by Howard Marks
Behind the Memo: The Pendulum in International Affairs
The Memo by Howard Marks
The Pendulum in International Affairs
The Memo by Howard Marks
The Rewind: It’s All a Big Mistake
The Memo by Howard Marks
Introducing "Behind The Memo": Selling Out
The Memo by Howard Marks
Selling Out
The Memo by Howard Marks
The Rewind: Uncertainty
The Memo by Howard Marks
The Winds of Change
The Memo by Howard Marks
The Rewind: What Does The Market Know?
The Memo by Howard Marks
The Rewind: On The Couch
The Memo by Howard Marks
The Rewind: Us and Them
The Memo by Howard Marks
Thinking About Macro
The Memo by Howard Marks
The Rewind: It Is What It Is
The Memo by Howard Marks
The Rewind: Dare to Be Great II
The Memo by Howard Marks
The Rewind: Dare to Be Great
The Memo by Howard Marks
2020 in Review
The Memo by Howard Marks
The Rewind: You Can’t Predict. You Can Prepare.
The Memo by Howard Marks
Something of Value
The Memo by Howard Marks
The Rewind: bubble.com
The Memo by Howard Marks
Introducing “The Rewind”: The Route To Performance
The Memo by Howard Marks
Coming Into Focus
The Memo by Howard Marks