Podcast · 43 episodes
The Memo by Howard Marks, page 2
by Oaktree Capital Management · English
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.
All episodes, page 2
The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David RosenbergConversations – Volatility Ahead?6 May 2024 · 31 min
The Indispensability of RiskHoward Marks discusses the value of risk-taking in investing, inspired by an article on chess by grandmaster Maurice Ashley, highlighting the importance of sacrifice and calculated risk in both chess…17 Apr 2024 · 12 min
The Archive: You Bet!Howard Marks shares insights from his memos, reflecting on investment and business landscapes since the first memo published in 1990.21 Mar 2024 · 48 min
Behind the Memo: Easy Money with Howard Marks and Edward ChancellorIn this special episode of *Behind the Memo*, Howard Marks engages with financial historian Edward Chancellor to discuss Marks' recent memo titled "Easy Money." The conversation revolves around the…8 Feb 2024 · 37 min
Easy MoneyIn this episode of *The Memo*, Howard Marks discusses his latest memo titled "Easy Money." He explores historical perspectives on periods of easy monetary policy, drawing insights from Edward…9 Jan 2024 · 57 min
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman KumarIn this episode, Howard Marks, David Rosenberg, and Aman Kumar discuss the investment landscape as we approach 2024.4 Jan 2024 · 35 min
The Insight: Conversations – Special Episode with Annie Duke and Howard MarksHoward Marks, co-chairman of Oaktree Capital, discusses investment insights and business reflections through his memos.6 Dec 2023 · 52 min
The Insight: Conversations – Full Return World with Howard Marks and Armen PanossianIn this crossover episode of The Insight: Conversations and Behind the Memo, Oaktree Co-Chairman Howard Marks and Head of Performing Credit Armen Panossian discuss the implications of Marks’ latest…2 Nov 2023 · 31 min
Further Thoughts on "Sea Change"Howard Marks, Co-Chairman of Oaktree, shares his memos reflecting on the investment landscape and broader business insights.11 Oct 2023 · 34 min
The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark JacobsConversations – Credit Picker’s Market5 Oct 2023 · 29 min
Behind the Memo: Fewer Losers, or More Winners?In this episode, Howard Marks, Co-Chairman of Oaktree Capital, discusses his latest memo titled "Fewer Losers, or More Winners?".20 Sep 2023 · 31 min
Fewer Losers, or More Winners?In this episode, Howard Marks discusses an essential choice in investing: whether to focus on achieving more winners or on eliminating losers.12 Sep 2023 · 36 min
The Insight: Conversations – European Credit at a Turning PointOaktree's senior financial writer, Shemansky8 Sep 2023 · 42 min
The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan MessinaConversations – Fighting the Fed8 Aug 2023 · 34 min
Taking The TemperatureIn this episode, Howard Marks discusses five significant market calls from his career, emphasizing the importance of market psychology and emotional control in investment decisions.10 Jul 2023 · 49 min
The Insight: Conversations – This Time Might Be Different with Howard Marks and David RosenbergConversations – This Time Might Be Different27 Jun 2023 · 34 min
The Insight: Conversations – Cutting Through the Economic Noise with Wayne DahlIn this episode of *The Memo by Howard Marks*, Oaktree Capital's Wayne Dahl, the Investment Risk Officer, discusses the complexity of the current economic landscape and its implications for credit…25 May 2023 · 35 min
The Insight: Conversations – Performing Credit Quarterly 1Q2023The podcast features insights from Howard Marks, Co-Chairman of Oaktree Capital, including his memos to clients reflecting on investment landscapes and general business insights.20 Apr 2023 · 36 min
Lessons from Silicon Valley BankHoward Marks, read by LJ Ganser17 Apr 2023 · 45 min