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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Antal avsnitt
77
Senaste avsnittet
9 april 2026
Genomsnittslängd
40 min
Utgivningstakt
Nytt avsnitt varje månad
Totalt antal minuter
3061 min
Aktiva år
2020 - 2026
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The Memo by Howard Marks
Visar 1–10 av 77 avsnitt
9 april 2026
What's Going on in Private Credit?
39 min
24 mars 2026
Reflections on Oaktree Conference 2026 with Howard Marks
33 min
26 februari 2026
AI Hurtles Ahead
46 min
9 december 2025
Is It a Bubble?
67 min
6 november 2025
Cockroaches in the Coal Mine
24 min
28 oktober 2025
A Look Under the Hood
29 min
14 oktober 2025
35 Years of Memos
31 min
14 augusti 2025
The Calculus of Value
42 min
18 juni 2025
More on Repealing the Laws of Economics
40 min
6 maj 2025
30 Years of Oaktree
22 min
