<p>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.</p>
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Title
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Date published
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The Impact of Debt
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2024-05-08
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The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
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2024-05-06
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The Indispensability of Risk
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2024-04-17
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The Archive: You Bet!
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2024-03-21
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Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
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2024-02-08
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Easy Money
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2024-01-09
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The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
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2024-01-04
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The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
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2023-12-06
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The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian
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2023-11-02
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Further Thoughts on "Sea Change"
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2023-10-11
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The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
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2023-10-05
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Behind the Memo: Fewer Losers, or More Winners?
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2023-09-20
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Fewer Losers, or More Winners?
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2023-09-12
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The Insight: Conversations – European Credit at a Turning Point
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2023-09-08
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The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
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2023-08-08
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Taking The Temperature
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2023-07-10
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The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
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2023-06-27
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The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
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2023-05-25
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The Insight: Conversations – Performing Credit Quarterly 1Q2023
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2023-04-20
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Lessons from Silicon Valley Bank
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2023-04-17
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