The Memo by Howard Marks
A podcast by Oaktree Capital Management
67 Episoade
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Nobody Knows (Yet Again)
Publicat: 09.04.2025 -
Gimme Credit
Publicat: 06.03.2025 -
Behind The Memo: On Bubble Watch
Publicat: 27.02.2025 -
On Bubble Watch
Publicat: 07.01.2025 -
Ruminating on Asset Allocation
Publicat: 22.10.2024 -
Shall We Repeal The Laws of Economics?
Publicat: 19.09.2024 -
Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
Publicat: 27.08.2024 -
Mr. Market Miscalculates
Publicat: 22.08.2024 -
Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
Publicat: 23.07.2024 -
The Folly of Certainty
Publicat: 17.07.2024 -
The Insight: Conversations - Oaktree Conference 2024 Edition
Publicat: 02.07.2024 -
Bonus Episode: Howard Marks on “In Good Company”
Publicat: 18.06.2024 -
The Impact of Debt
Publicat: 08.05.2024 -
The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
Publicat: 06.05.2024 -
The Indispensability of Risk
Publicat: 17.04.2024 -
The Archive: You Bet!
Publicat: 21.03.2024 -
Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
Publicat: 08.02.2024 -
Easy Money
Publicat: 09.01.2024 -
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
Publicat: 04.01.2024 -
The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
Publicat: 06.12.2023
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.
