67 Épisodes

  1. The Illusion of Knowledge

    Publié: 08/09/2022

  2. Behind the Memo: I Beg To Differ

    Publié: 04/08/2022

  3. I Beg To Differ

    Publié: 26/07/2022

  4. The Rewind: Something of Value

    Publié: 16/06/2022

  5. Behind the Memo: Bull Market Rhymes

    Publié: 02/06/2022

  6. Bull Market Rhymes

    Publié: 26/05/2022

  7. The Rewind: Lines in the Sand

    Publié: 28/04/2022

  8. Behind the Memo: The Pendulum in International Affairs

    Publié: 31/03/2022

  9. The Pendulum in International Affairs

    Publié: 23/03/2022

  10. The Rewind: It’s All a Big Mistake

    Publié: 24/02/2022

  11. Introducing "Behind The Memo": Selling Out

    Publié: 21/01/2022

  12. Selling Out

    Publié: 13/01/2022

  13. The Rewind: Uncertainty

    Publié: 20/12/2021

  14. The Winds of Change

    Publié: 30/11/2021

  15. The Rewind: What Does The Market Know?

    Publié: 07/10/2021

  16. The Rewind: On The Couch

    Publié: 30/09/2021

  17. The Rewind: Us and Them

    Publié: 26/08/2021

  18. Thinking About Macro

    Publié: 30/07/2021

  19. The Rewind: It Is What It Is

    Publié: 24/06/2021

  20. The Rewind: Dare to Be Great II

    Publié: 05/05/2021

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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.

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