The Memo by Howard Marks
Un podcast de Oaktree Capital Management
67 Épisodes
-
The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian
Publié: 02/11/2023 -
Further Thoughts on "Sea Change"
Publié: 11/10/2023 -
The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
Publié: 05/10/2023 -
Behind the Memo: Fewer Losers, or More Winners?
Publié: 20/09/2023 -
Fewer Losers, or More Winners?
Publié: 12/09/2023 -
The Insight: Conversations – European Credit at a Turning Point
Publié: 08/09/2023 -
The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
Publié: 08/08/2023 -
Taking The Temperature
Publié: 10/07/2023 -
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
Publié: 27/06/2023 -
The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
Publié: 25/05/2023 -
The Insight: Conversations – Performing Credit Quarterly 1Q2023
Publié: 20/04/2023 -
Lessons from Silicon Valley Bank
Publié: 17/04/2023 -
The Rewind: Calling The Market
Publié: 07/03/2023 -
The Rewind: Ditto
Publié: 02/02/2023 -
Behind the Memo: Sea Change
Publié: 05/01/2023 -
Sea Change
Publié: 13/12/2022 -
Behind the Memo: What Really Matters?
Publié: 06/12/2022 -
What Really Matters?
Publié: 22/11/2022 -
The Rewind: Global Financial Crisis
Publié: 13/10/2022 -
Behind the Memo: The Illusion of Knowledge
Publié: 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.
