Über diesen 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.
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The Memo by Howard Marks
Über diesen 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.
Neue Folgen
- What's Going on in Private Credit?9. Apr. · 39 Min.
- Reflections on Oaktree Conference 2026 with Howard Marks24. März · 33 Min.
- AI Hurtles Ahead26. Feb. · 46 Min.
- Is It a Bubble?9. Dez. 2025 · 1 Std. 07 Min.
- Cockroaches in the Coal Mine6. Nov. 2025 · 24 Min.
- A Look Under the Hood28. Okt. 2025 · 29 Min.
- 35 Years of Memos14. Okt. 2025 · 31 Min.
- The Calculus of Value14. Aug. 2025 · 42 Min.
- More on Repealing the Laws of Economics18. Juni 2025 · 40 Min.
- 30 Years of Oaktree6. Mai 2025 · 22 Min.
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