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 | Infrequently | Episodes | 71 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessManagement | |||
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Latest Episodes
To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to an excerpt from the conversation to hear Howard discuss why he started writing and why he’s kept at it, and learn more about t... more
In his latest memo, Howard Marks sets forth the essence of value and price, as well as the critical relationship between the two. He posits that value exerts a ‘‘magnetic’’ influence on price, meaning the relationship of price to value should be expe... more
In his latest memo, Howard Marks discusses the implications of governmental intervention in economies. Considering examples such as rent control, fire insurance, and tariffs, he emphasizes that while free markets don’t produce perfect solutions, effo... more
In celebration of Oaktree’s 30th anniversary on April 10, 2025, cofounders Howard Marks (Co-Chairman), Bruce Karsh (Co-Chairman and Chief Investment Officer), and Sheldon Stone (Principal and Co-Portfolio Manager, High Yield Bonds) held a fireside ch... more
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- 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 Podcasts1Rayxzs
United States2 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 States3 months ago - Social Security
Does Howard realize that he can send his $4k monthly social security payment that he is so outraged by back to US government? Just write a check for $4k to the US TREASURY and they will gladly cash it.
Apple Podcasts1Gbell05United States3 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 j did not learn anything from this legend.
Apple Podcasts1RayxzsUnited States4 months ago - Very Helpful in critical times
Thank you from Germany for your service, it's always a great value to listen to Howard Marks and his thoughts.
Apple Podcasts5Nachbar2013
Germany7 months ago
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Apple Podcasts | #103 | United States/Business/Investing |
Apple Podcasts | #51 |  United Kingdom/Business/Investing |
Apple Podcasts | #64 |  Canada/Business/Investing |
Apple Podcasts | #159 | United Kingdom/Business |
Apple Podcasts | #164 | Canada/Business |
Apple Podcasts | #36 |  Italy/Business/Investing |
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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?
This podcast focuses on investment insights and business wisdom from a highly respected industry veteran. Drawing on decades of experience, the host shares reflections tied to his renowned memos, addressing key topics such as the investment landscape, economic policies, and market behaviors. Listeners are likely to encounter discussions surrounding intrinsic value, market psychology, and the significance of free markets, alongside responses to evolving economic conditions. This series stands out for its blend of theoretical knowledge and practical advice, making it a valuable resource for both novice and experienced investors looking to refine their understanding of the financial world.
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Which podcasts are similar to The Memo by Howard Marks?
These podcasts share a similar audience with The Memo by Howard Marks:
1. The Insight by Oaktree Capital
2. Capital Allocators – Inside the Institutional Investment Industry
3. Value Investing with Legends
4. The Meb Faber Show - Better Investing
5. Masters in Business
How many episodes of The Memo by Howard Marks are there?
The Memo by Howard Marks launched 5 years ago and published 71 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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