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.
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Latest Episodes
Howard reflects on this memo, originally published on January 11, 2021, with his son Andrew Marks. They discuss why open-mindedness – at all ages – is key when investing in a rapidly changing world. Andrew is the co-managing partner of TQ Ventures, a... more
In the latest episode of Behind the Memo, Howard discusses his recent memo, Bull Market Rhymes. Howard explains why investing keeps getting harder and why looking to the past can potentially help investors better analyze the innovations that may – or... more
Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it. He discusses the role played by financial innovations like SPACs and cryptocurrencies and why he beli... more
Reviews
- Wonderful Wisdom
This podcast is a true gem. It unpacks the insights of a world class investor and strategist in a very intimate and relaxing way. more
Apple Podcasts5rscotte
United States2 months ago - Thank you Mr. Marks
I enjoy this podcast so much. How lucky are we to get Mr. Marks life experience with investing, the economy and the impact of various events nationally and internationally. He does it with a calm and soothing voice. I look forward to this podcast.
Apple Podcasts5curryspice10United States3 months ago - Excellent
Anything Howard Marks writes or speaks is the smartest thing I listen to most weeks. My only suggestion (request) would be that all of Howard’s memos be produced in audio format simply for the convenience. Exceptional.
Audible5Nick SabatinoUnited States5 months ago - Haward Marks Memo
I was thinking during the weekend "will be a good idea to have HOWARD MARKS Memo by his Voice" and today I find he is doing as I thought. Thanks, HOWARD MARKS for sharing your thoughts.
Apple Podcasts5Reza MihUnited States7 months ago - Great.
Thank you for making a podcast version of the Memos!
Apple Podcasts5Mike Garcia77United States8 months ago
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