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