The Memo by Howard Marks
En podcast af Oaktree Capital Management
67 Episoder
-
The Illusion of Knowledge
Udgivet: 8.9.2022 -
Behind the Memo: I Beg To Differ
Udgivet: 4.8.2022 -
I Beg To Differ
Udgivet: 26.7.2022 -
The Rewind: Something of Value
Udgivet: 16.6.2022 -
Behind the Memo: Bull Market Rhymes
Udgivet: 2.6.2022 -
Bull Market Rhymes
Udgivet: 26.5.2022 -
The Rewind: Lines in the Sand
Udgivet: 28.4.2022 -
Behind the Memo: The Pendulum in International Affairs
Udgivet: 31.3.2022 -
The Pendulum in International Affairs
Udgivet: 23.3.2022 -
The Rewind: It’s All a Big Mistake
Udgivet: 24.2.2022 -
Introducing "Behind The Memo": Selling Out
Udgivet: 21.1.2022 -
Selling Out
Udgivet: 13.1.2022 -
The Rewind: Uncertainty
Udgivet: 20.12.2021 -
The Winds of Change
Udgivet: 30.11.2021 -
The Rewind: What Does The Market Know?
Udgivet: 7.10.2021 -
The Rewind: On The Couch
Udgivet: 30.9.2021 -
The Rewind: Us and Them
Udgivet: 26.8.2021 -
Thinking About Macro
Udgivet: 30.7.2021 -
The Rewind: It Is What It Is
Udgivet: 24.6.2021 -
The Rewind: Dare to Be Great II
Udgivet: 5.5.2021
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.
