The Memo by Howard Marks

A podcast by Oaktree Capital Management

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67 Episodes

  1. The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

    Published: 11/2/2023
  2. Further Thoughts on "Sea Change"

    Published: 10/11/2023
  3. The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

    Published: 10/5/2023
  4. Behind the Memo: Fewer Losers, or More Winners?

    Published: 9/20/2023
  5. Fewer Losers, or More Winners?

    Published: 9/12/2023
  6. The Insight: Conversations – European Credit at a Turning Point

    Published: 9/8/2023
  7. The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

    Published: 8/8/2023
  8. Taking The Temperature

    Published: 7/10/2023
  9. The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

    Published: 6/27/2023
  10. The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

    Published: 5/25/2023
  11. The Insight: Conversations – Performing Credit Quarterly 1Q2023

    Published: 4/20/2023
  12. Lessons from Silicon Valley Bank

    Published: 4/17/2023
  13. The Rewind: Calling The Market

    Published: 3/7/2023
  14. The Rewind: Ditto

    Published: 2/2/2023
  15. Behind the Memo: Sea Change

    Published: 1/5/2023
  16. Sea Change

    Published: 12/13/2022
  17. Behind the Memo: What Really Matters?

    Published: 12/6/2022
  18. What Really Matters?

    Published: 11/22/2022
  19. The Rewind: Global Financial Crisis

    Published: 10/13/2022
  20. Behind the Memo: The Illusion of Knowledge

    Published: 9/13/2022

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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.