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 | Twice monthly | Episodes | 77 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingManagementBusiness | |||
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Latest Episodes
In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its present state. He focuses on the rise of direct lending following the Global Financial Crisis, identifying the ... more
In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature of mispricings, and the importance of leadership.
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
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- Ai Reader
Having Ai read your podcast is awful. Skip listening and just have Ai summarize the transcript. I hope Howard is ok health wise? If he is please have him read the memo’s going forward.
Apple Podcasts1S Hass
Canada2 months ago - awesome
exceptional
Apple Podcasts5JMA4RCanada2 months ago - Please no AI reader
I can immediately tell and I really, REALLY don’t like it. Howard’s natural voice is so soothing and this just feels soulless.
Apple Podcasts319cammm71
United States2 months ago - AI reader is not working
I use to love this podcast, but can’t stand to listen to this robot.
Apple Podcasts3Paul de Liwwa
Netherlands2 months ago - Ai reader
I’m sure he’s a busy guy, but the ai reader is a lazy shortcut
Apple Podcasts1agb918273United States2 months ago
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Apple Podcasts | #142 | United States/Business/Investing |
Apple Podcasts | #57 |  United Kingdom/Business/Investing |
Apple Podcasts | #59 | Canada/Business/Investing |
Apple Podcasts | #157 | Canada/Business |
Apple Podcasts | #179 | United Kingdom/Business |
Apple Podcasts | #67 |  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?
A value-investing focused program that centers on macro narratives, risk management, and the evolving landscape of private credit and AI in markets. Episodes frequently synthesize historical context with current themes—such as mispricings, leverage, and the role of leadership in investment organizations—while the host shares long-standing memos and framework-driven thinking to guide client decisions. The show often weaves in discussions of psychology, market cycles, and practical investment discipline, with notable emphasis on avoiding bubbles and maintaining a defensive stance when warranted. A standout element is the consistent integration of memo-based thinking, client guidance, and memorable analogies to illuminate complex financial dyn... more
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These podcasts share a similar audience with The Memo by Howard Marks:
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The Memo by Howard Marks launched 6 years ago and published 77 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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