The Memo by Howard Marks
En podcast af Oaktree Capital Management
67 Episoder
-
Nobody Knows (Yet Again)
Udgivet: 9.4.2025 -
Gimme Credit
Udgivet: 6.3.2025 -
Behind The Memo: On Bubble Watch
Udgivet: 27.2.2025 -
On Bubble Watch
Udgivet: 7.1.2025 -
Ruminating on Asset Allocation
Udgivet: 22.10.2024 -
Shall We Repeal The Laws of Economics?
Udgivet: 19.9.2024 -
Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
Udgivet: 27.8.2024 -
Mr. Market Miscalculates
Udgivet: 22.8.2024 -
Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
Udgivet: 23.7.2024 -
The Folly of Certainty
Udgivet: 17.7.2024 -
The Insight: Conversations - Oaktree Conference 2024 Edition
Udgivet: 2.7.2024 -
Bonus Episode: Howard Marks on “In Good Company”
Udgivet: 18.6.2024 -
The Impact of Debt
Udgivet: 8.5.2024 -
The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
Udgivet: 6.5.2024 -
The Indispensability of Risk
Udgivet: 17.4.2024 -
The Archive: You Bet!
Udgivet: 21.3.2024 -
Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
Udgivet: 8.2.2024 -
Easy Money
Udgivet: 9.1.2024 -
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
Udgivet: 4.1.2024 -
The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
Udgivet: 6.12.2023
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.