The Memo by Howard Marks
Un podcast de Oaktree Capital Management
67 Épisodes
-
Nobody Knows (Yet Again)
Publié: 09/04/2025 -
Gimme Credit
Publié: 06/03/2025 -
Behind The Memo: On Bubble Watch
Publié: 27/02/2025 -
On Bubble Watch
Publié: 07/01/2025 -
Ruminating on Asset Allocation
Publié: 22/10/2024 -
Shall We Repeal The Laws of Economics?
Publié: 19/09/2024 -
Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
Publié: 27/08/2024 -
Mr. Market Miscalculates
Publié: 22/08/2024 -
Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
Publié: 23/07/2024 -
The Folly of Certainty
Publié: 17/07/2024 -
The Insight: Conversations - Oaktree Conference 2024 Edition
Publié: 02/07/2024 -
Bonus Episode: Howard Marks on “In Good Company”
Publié: 18/06/2024 -
The Impact of Debt
Publié: 08/05/2024 -
The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
Publié: 06/05/2024 -
The Indispensability of Risk
Publié: 17/04/2024 -
The Archive: You Bet!
Publié: 21/03/2024 -
Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
Publié: 08/02/2024 -
Easy Money
Publié: 09/01/2024 -
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
Publié: 04/01/2024 -
The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
Publié: 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.
