The Memo by Howard Marks
A podcast by Oaktree Capital Management
67 Episoade
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The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian
Publicat: 02.11.2023 -
Further Thoughts on "Sea Change"
Publicat: 11.10.2023 -
The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
Publicat: 05.10.2023 -
Behind the Memo: Fewer Losers, or More Winners?
Publicat: 20.09.2023 -
Fewer Losers, or More Winners?
Publicat: 12.09.2023 -
The Insight: Conversations – European Credit at a Turning Point
Publicat: 08.09.2023 -
The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
Publicat: 08.08.2023 -
Taking The Temperature
Publicat: 10.07.2023 -
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
Publicat: 27.06.2023 -
The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
Publicat: 25.05.2023 -
The Insight: Conversations – Performing Credit Quarterly 1Q2023
Publicat: 20.04.2023 -
Lessons from Silicon Valley Bank
Publicat: 17.04.2023 -
The Rewind: Calling The Market
Publicat: 07.03.2023 -
The Rewind: Ditto
Publicat: 02.02.2023 -
Behind the Memo: Sea Change
Publicat: 05.01.2023 -
Sea Change
Publicat: 13.12.2022 -
Behind the Memo: What Really Matters?
Publicat: 06.12.2022 -
What Really Matters?
Publicat: 22.11.2022 -
The Rewind: Global Financial Crisis
Publicat: 13.10.2022 -
Behind the Memo: The Illusion of Knowledge
Publicat: 13.09.2022
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.
