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The Memo by Howard Marks

Oaktree Capital Management

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.

64 - Ruminating on Asset Allocation

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64 - Ruminating on Asset Allocation
Howard Marks's Memo "Ruminating on Asset Allocation"
Tue, 22 Oct 2024 - 26min
63 - Shall We Repeal The Laws of Economics?
Howard Marks's Memo "Shall We Repeal The Laws of Economics"
Thu, 19 Sep 2024 - 55min
62 - Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
Oaktree's Howard Marks and Author Morgan Housel Discuss "The Impact of Debt"
Tue, 27 Aug 2024 - 39min
61 - Mr. Market Miscalculates
Howard Marks's Memo "Mr. Market Miscalculates"
Thu, 22 Aug 2024 - 26min
60 - Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
Oaktree's Howard Marks and Bruce Karsh Discuss "The Indispensability of Risk" with Chess Grandmaster Maurice Ashley
Tue, 23 Jul 2024 - 32min
59 - The Folly of Certainty
Howard Marks's Memo "The Folly of Certainty"
Wed, 17 Jul 2024 - 19min
58 - The Insight: Conversations - Oaktree Conference 2024 Edition
The Insight: Select Discussions from Oaktree Conference 2024
Tue, 02 Jul 2024 - 39min
57 - Bonus Episode: Howard Marks on “In Good Company”
Howard Marks on the "In Good Company" Podcast
Tue, 18 Jun 2024 - 41min
56 - The Impact of Debt
Howard Marks's Memo "The Impact of Debt"
Wed, 08 May 2024 - 16min
55 - The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
Oaktree's Howard Marks, Armen Panossian and David Rosenberg discuss topics from Performing Credit Quarterly 1Q2024: Unusually Uncertain
Mon, 06 May 2024 - 31min
54 - The Indispensability of Risk
Howard Marks's Memo "The Indispensability of Risk"
Wed, 17 Apr 2024 - 12min
53 - The Archive: You Bet!
Howard Marks's Memo "You Bet!"
Thu, 21 Mar 2024 - 47min
52 - Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
Oaktree's Howard Marks and author Edward Chancellor discuss "Easy Money"
Thu, 08 Feb 2024 - 36min
51 - Easy Money
Howard Marks's Memo "Easy Money"
Tue, 09 Jan 2024 - 56min
50 - The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
Oaktree's Howard Marks, David Rosenberg and Aman Kumar discuss topics from the December edition of The Roundup: Top Takeaways from Oaktree's Quarterly Letters
Thu, 04 Jan 2024 - 35min
49 - The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
Oaktree's Howard Marks and author Annie Duke discuss "You Bet!"
Wed, 06 Dec 2023 - 51min
48 - The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian
Oaktree's Howard Marks and Armen Panossian Discuss "Further Thoughts on 'Sea Change'" and Performing Credit Quarterly 3Q2023
Thu, 02 Nov 2023 - 31min
47 - Further Thoughts on "Sea Change"
Howard Marks's Memo "Further Thoughts on ‘Sea Change’"
Wed, 11 Oct 2023 - 33min
46 - The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
Oaktree’s Wayne Dahl, Robert O'Leary and Mark Jacobs discuss the September 2023 edition of The Roundup
Thu, 05 Oct 2023 - 29min
45 - Behind the Memo: Fewer Losers, or More Winners?
Howard Marks Discusses “Fewer Losers, or More Winners?”
Wed, 20 Sep 2023 - 30min
44 - Fewer Losers, or More Winners?
Howard Marks's Memo "Fewer Losers, or More Winners?"
Tue, 12 Sep 2023 - 35min
43 - The Insight: Conversations – European Credit at a Turning Point
The Insight: Conversations - European Credit at a Turning Point with Oaktree's Armen Panossian, Madelaine Jones, and Nael Khatoun
Fri, 08 Sep 2023 - 42min
42 - The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
Oaktree’s Armen Panossian, Danielle Poli, and Megan Messina discuss topics from Performing Credit Quarterly 2Q2023: Fighting The Fed
Tue, 08 Aug 2023 - 34min
41 - Taking The Temperature
Howard Marks's Memo "Taking The Temperature"
Mon, 10 Jul 2023 - 49min
40 - The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
Oaktree’s Howard Marks and David Rosenberg discuss the June 2023 edition of The Roundup
Tue, 27 Jun 2023 - 33min
39 - The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
Oaktree’s Wayne Dahl and Anna Szymanski discuss how investors can cut through noisy data
Thu, 25 May 2023 - 35min
38 - The Insight: Conversations – Performing Credit Quarterly 1Q2023
Oaktree’s Armen Panossian and Howard Marks Discuss the 1Q2023 Performing Credit Quarterly and Lessons from Silicon Valley Bank
Thu, 20 Apr 2023 - 35min
37 - Lessons from Silicon Valley Bank
Howard Marks's Memo "Lessons from Silicon Valley Bank"
Mon, 17 Apr 2023 - 44min
36 - The Rewind: Calling The Market
Howard Marks Discusses Memos Related to Making Market Calls
Tue, 07 Mar 2023 - 39min
35 - The Rewind: Ditto
Howard Marks Discusses "Ditto" with Brookfield CEO Bruce Flatt
Thu, 02 Feb 2023 - 1h 11min
34 - Behind the Memo: Sea Change
Howard Marks Discusses "Sea Change"
Thu, 05 Jan 2023 - 20min
33 - Sea Change
Howard Marks's Memo "Sea Change"
Tue, 13 Dec 2022 - 36min
32 - Behind the Memo: What Really Matters?
Howard Marks Discusses "What Really Matters?"
Tue, 06 Dec 2022 - 23min
31 - What Really Matters?
Howard Marks's Memo "What Really Matters?"
Tue, 22 Nov 2022 - 53min
30 - The Rewind: Global Financial Crisis
Howard Marks Discusses the Global Financial Crisis with Bob O’Leary
Thu, 13 Oct 2022 - 35min
29 - Behind the Memo: The Illusion of Knowledge
Howard Marks Discusses "The Illusion of Knowledge"
Tue, 13 Sep 2022 - 23min
28 - The Illusion of Knowledge
Howard Marks's Memo "The Illusion of Knowledge"
Thu, 08 Sep 2022 - 53min
27 - Behind the Memo: I Beg To Differ
Howard Marks Discusses "I Beg To Differ"
Thu, 04 Aug 2022 - 24min
26 - I Beg To Differ
Howard Marks's Memo "I Beg To Differ"
Tue, 26 Jul 2022 - 47min
25 - The Rewind: Something of Value
Howard Marks Discusses “Something of Value” With Andrew Marks
Thu, 16 Jun 2022 - 1h 25min
24 - Behind the Memo: Bull Market Rhymes
Howard Marks Discusses "Bull Market Rhymes"
Thu, 02 Jun 2022 - 16min
23 - Bull Market Rhymes
Howard Marks's Memo "Bull Market Rhymes"
Thu, 26 May 2022 - 44min
22 - The Rewind: Lines in the Sand
Howard Marks Discusses “Lines in the Sand”
Thu, 28 Apr 2022 - 44min
21 - Behind the Memo: The Pendulum in International Affairs
Howard Marks Discusses "The Pendulum in International Affairs"
Thu, 31 Mar 2022 - 21min
20 - The Pendulum in International Affairs
Howard Marks's Memo "The Pendulum in International Affairs"
Wed, 23 Mar 2022 - 29min
19 - The Rewind: It’s All a Big Mistake
Howard Marks Discusses “It’s All a Big Mistake” with Bob O’Leary
Thu, 24 Feb 2022 - 53min
18 - Introducing "Behind The Memo": Selling Out
Howard Marks Discusses "Selling Out"
Fri, 21 Jan 2022 - 32min
17 - Selling Out
Howard Marks's Memo "Selling Out"
Thu, 13 Jan 2022 - 35min
16 - The Rewind: Uncertainty
Howard Marks Discusses “Uncertainty.”
Mon, 20 Dec 2021 - 1h 01min
15 - The Winds of Change
Howard Marks's Memo "The Winds of Change"
Tue, 30 Nov 2021 - 1h 02min
14 - The Rewind: What Does The Market Know?
Howard Marks Discusses "What Does The Market Know?"
Thu, 07 Oct 2021 - 52min
13 - The Rewind: On The Couch
Howard Marks Discusses “On The Couch.”
Thu, 30 Sep 2021 - 1h 13min
12 - The Rewind: Us and Them
Howard Marks Discusses “Us and Them.”
Thu, 26 Aug 2021 - 43min
11 - Thinking About Macro
Howard Marks's Memo "Thinking About Macro"
Fri, 30 Jul 2021 - 50min
10 - The Rewind: It Is What It Is
Howard Marks discusses "It Is What It Is."
Thu, 24 Jun 2021 - 43min
9 - The Rewind: Dare to Be Great II
Howard Marks discusses "Dare to Be Great II."
Wed, 05 May 2021 - 45min
8 - The Rewind: Dare to Be Great
Howard Marks Discusses "Dare to Be Great."
Thu, 29 Apr 2021 - 54min
7 - 2020 in Review
Howard Marks's memo "2020 in Review"
Fri, 19 Mar 2021 - 31min
6 - The Rewind: You Can’t Predict. You Can Prepare.
Howard Marks discusses "You Can't Predict. You Can Prepare."
Wed, 24 Feb 2021 - 52min
5 - Something of Value
Howard Marks' memo "Something of Value"
Thu, 14 Jan 2021 - 1h 03min
4 - The Rewind: bubble.com
Howard Marks discusses "bubble.com."
Mon, 21 Dec 2020 - 52min
3 - Introducing “The Rewind”: The Route To Performance
Howard Marks Discusses "The Route To Performance"
Mon, 30 Nov 2020 - 19min
2 - Coming Into Focus
Howard Marks's memo "Coming Into Focus"
Mon, 19 Oct 2020 - 1h 00min

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