The Memo by Howard Marks
Oaktree Capital ManagementOn 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.
| Publishes | Monthly | Episodes | 75 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementInvestingBusiness | |||
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Latest Episodes
In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of AI, providing his observations on its essence and how it differs from previous technological innovations. He hi... more
In his latest memo, Howard Marks addresses the much-asked question, “Is there a bubble in AI?” He identifies the uncertainty associated with AI investments and the conspicuous parallels to previous bubbles, while also acknowledging why those comparis... more
In his latest memo, Howard Marks examines the recent string of well-publicized credit problems. He considers how they serve as a reminder that the yield premium offered by sub-investment grade credit isn’t a freebie, but rather compensation for beari... more
In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and senior staff of a state pension fund. Howard explores the key topics covered during the session, including determining an appropriate risk postu... more
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- Very thorough and much loved
Howard writes the memo and explains what caused him to write the memo, and then reflects on writing the memo itself. He is then interviewed about the memo, and then writes a memo about the memo and the interview about the memo as well.
Apple Podcasts5Qrrvjkgxhjlkvg
United States2 months ago - The best treasure I had
Great podcast to get a glimpse on how to think like a pro.
Apple Podcasts5shinwei_leo
Taiwan2 months ago - incredible insights
just listened to my first memo! incredibly helpful… balanced views and calm reasoning instead of the crazy media hysteria! much appreciated thanks
Apple Podcasts5Cindy YA
United Kingdom3 months ago - Common sense content
I have followed this podcast for sometime now (pretty much most episodes). I also read Mr. Marks’ books (2 of them). Seems common sense and I did not learn anything from this legend. As long as I can recall he has been a doom and gloom and market is over valued person and if one listens to him, will retire poor or run out of money. Similar to Jeremy Grantham who has become known for his "doom and gloom" market predictions and often wrong. No body knows the future. Do your own due diligence. Don... more
Apple Podcasts1RayxzsUnited States7 months ago - Filled with TONS of useful information!
Regardless of what type of investor you are, I highly recommend all investors listen to this podcast. It is filled with TONS of useful information on both the technical side and psychological side of investing. As a long term value investor myself, this podcast has given me tons of useful information and mental models to apply to my investing career and can also do the same for you.
Apple Podcasts5JCPC429United States8 months ago
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Apple Podcasts | #43 | United States/Business/Investing |
Apple Podcasts | #152 | United States/Business |
Apple Podcasts | #27 | United Kingdom/Business/Investing |
Apple Podcasts | #36 |  Canada/Business/Investing |
Apple Podcasts | #83 | United Kingdom/Business |
Apple Podcasts | #95 | Canada/Business |
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Frequently Asked Questions About The Memo by Howard Marks
What is The Memo by Howard Marks about and what kind of topics does it cover?
A thoughtful, theory-driven finance podcast that centers on risk, value, and long-horizon investing. Across recent episodes, listeners are likely to encounter rigorous discussion of intrinsic value, investor psychology, market cycles, and the practicalities of portfolio construction for institutions and sophisticated individual investors. The host common thread is a disciplined, contrarian approach to capital allocation, with frequent references to real-world events, historical crises, and the mechanics of credit and investments. Noteworthy elements include a clear emphasis on risk management, readable explanations of complex concepts, and a style that blends memos-era wisdom with contemporary market commentary. Potential listeners who valu... more
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These podcasts share a similar audience with The Memo by Howard Marks:
1. Capital Allocators – Inside the Institutional Investment Industry
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4. Business Breakdowns
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How many episodes of The Memo by Howard Marks are there?
The Memo by Howard Marks launched 6 years ago and published 75 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on The Memo by Howard Marks?
Recent guests on The Memo by Howard Marks include:
1. Morgan Housel
2. Bruce Karsh
3. Maurice Ashley
4. Edward Chancellor
5. David Rosenberg
6. Aman Kumar
7. Annie Duke
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