The Memo by Howard Marks

The Memo by Howard Marks

Oaktree Capital Management

77 - Reflections on Oaktree Conference 2026 with Howard Marks

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 - Reflections on Oaktree Conference 2026 with Howard Marks
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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.

Episodios

77-

Reflections on Oaktree Conference 2026 with Howard Marks

mar., 24 mar. 2026
76-

AI Hurtles Ahead

jue., 26 feb. 2026
75-

Is It a Bubble?

mar., 09 dic. 2025
74-

Cockroaches in the Coal Mine

jue., 06 nov. 2025
73-

A Look Under the Hood

mar., 28 oct. 2025