About this podcast
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.
77 episodes · business
The Memo by Howard Marks
About this podcast
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.
Recent episodes
- Reflections on Oaktree Conference 2026 with Howard Marks24 Mar · 33 min
- AI Hurtles Ahead26 Feb · 46 min
- Is It a Bubble?9 Dec 2025 · 1 h 07 min
- Cockroaches in the Coal Mine6 Nov 2025 · 24 min
- A Look Under the Hood28 Oct 2025 · 29 min
- 35 Years of Memos14 Oct 2025 · 31 min
- The Calculus of Value14 Aug 2025 · 42 min
- More on Repealing the Laws of Economics18 Jun 2025 · 40 min
- 30 Years of Oaktree6 May 2025 · 22 min
- Nobody Knows (Yet Again)9 Apr 2025 · 35 min
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