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