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.


The Memo by Howard Marks

馃帶 Podcast episodes

Listen to 30 episodes
What Really Matters?
53 minutes

What Really Matters?

The Illusion of Knowledge
53 minutes

The Illusion of Knowledge

Behind The Memo: I Beg To Differ
24 minutes

Behind The Memo: I Beg To Differ

I Beg To Differ
48 minutes

I Beg To Differ

The Rewind: Something of Value
85 minutes

The Rewind: Something of Value

Bull Market Rhymes
44 minutes

Bull Market Rhymes

The Rewind: Lines in the Sand
45 minutes

The Rewind: Lines in the Sand

Selling Out
36 minutes

Selling Out

The Rewind: Uncertainty
61 minutes

The Rewind: Uncertainty

The Winds of Change
63 minutes

The Winds of Change

The Rewind: On The Couch
74 minutes

The Rewind: On The Couch

The Rewind: Us and Them
43 minutes

The Rewind: Us and Them

Thinking About Macro
51 minutes

Thinking About Macro

The Rewind: It Is What It Is
44 minutes

The Rewind: It Is What It Is

The Rewind: Dare to Be Great II
46 minutes

The Rewind: Dare to Be Great II

The Rewind: Dare to Be Great
55 minutes

The Rewind: Dare to Be Great

2020 in Review
31 minutes

2020 in Review

Something of Value
63 minutes

Something of Value

The Rewind: bubble.com
53 minutes

The Rewind: bubble.com

Coming Into Focus
60 minutes

Coming Into Focus

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