67 Episodio

  1. The Illusion of Knowledge

    Pubblicato: 08/09/2022

  2. Behind the Memo: I Beg To Differ

    Pubblicato: 04/08/2022

  3. I Beg To Differ

    Pubblicato: 26/07/2022

  4. The Rewind: Something of Value

    Pubblicato: 16/06/2022

  5. Behind the Memo: Bull Market Rhymes

    Pubblicato: 02/06/2022

  6. Bull Market Rhymes

    Pubblicato: 26/05/2022

  7. The Rewind: Lines in the Sand

    Pubblicato: 28/04/2022

  8. Behind the Memo: The Pendulum in International Affairs

    Pubblicato: 31/03/2022

  9. The Pendulum in International Affairs

    Pubblicato: 23/03/2022

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

    Pubblicato: 24/02/2022

  11. Introducing "Behind The Memo": Selling Out

    Pubblicato: 21/01/2022

  12. Selling Out

    Pubblicato: 13/01/2022

  13. The Rewind: Uncertainty

    Pubblicato: 20/12/2021

  14. The Winds of Change

    Pubblicato: 30/11/2021

  15. The Rewind: What Does The Market Know?

    Pubblicato: 07/10/2021

  16. The Rewind: On The Couch

    Pubblicato: 30/09/2021

  17. The Rewind: Us and Them

    Pubblicato: 26/08/2021

  18. Thinking About Macro

    Pubblicato: 30/07/2021

  19. The Rewind: It Is What It Is

    Pubblicato: 24/06/2021

  20. The Rewind: Dare to Be Great II

    Pubblicato: 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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