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
Escuchado
76-
AI Hurtles Ahead
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Is It a Bubble?
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Cockroaches in the Coal Mine
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73-