The Memo by Howard Marks
A podcast by Oaktree Capital Management
67 Episoade
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The Illusion of Knowledge
Publicat: 08.09.2022 -
Behind the Memo: I Beg To Differ
Publicat: 04.08.2022 -
I Beg To Differ
Publicat: 26.07.2022 -
The Rewind: Something of Value
Publicat: 16.06.2022 -
Behind the Memo: Bull Market Rhymes
Publicat: 02.06.2022 -
Bull Market Rhymes
Publicat: 26.05.2022 -
The Rewind: Lines in the Sand
Publicat: 28.04.2022 -
Behind the Memo: The Pendulum in International Affairs
Publicat: 31.03.2022 -
The Pendulum in International Affairs
Publicat: 23.03.2022 -
The Rewind: It’s All a Big Mistake
Publicat: 24.02.2022 -
Introducing "Behind The Memo": Selling Out
Publicat: 21.01.2022 -
Selling Out
Publicat: 13.01.2022 -
The Rewind: Uncertainty
Publicat: 20.12.2021 -
The Winds of Change
Publicat: 30.11.2021 -
The Rewind: What Does The Market Know?
Publicat: 07.10.2021 -
The Rewind: On The Couch
Publicat: 30.09.2021 -
The Rewind: Us and Them
Publicat: 26.08.2021 -
Thinking About Macro
Publicat: 30.07.2021 -
The Rewind: It Is What It Is
Publicat: 24.06.2021 -
The Rewind: Dare to Be Great II
Publicat: 05.05.2021
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.
