The Memo by Howard Marks

Oaktree Capital Management•76 avsnitt•40 min•Månatligen

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.

Gimme Credit

6 mars 2025•29 min

Behind The Memo: On Bubble Watch

27 feb. 2025•25 min

On Bubble Watch

7 jan. 2025•35 min

Ruminating on Asset Allocation

22 okt. 2024•27 min

Shall We Repeal The Laws of Economics?

19 sep. 2024•55 min

Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel

27 aug. 2024•39 min

Mr. Market Miscalculates

22 aug. 2024•26 min

Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley

23 juli 2024•32 min

The Folly of Certainty

17 juli 2024•19 min

The Insight: Conversations - Oaktree Conference 2024 Edition

2 juli 2024•39 min

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