The Memo by Howard Marks

POD

<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>

Analyzed Episodes

0.5/month

Latest Episode

9/22/2026

24 days ago

Alpha Score

Medium

Avg 3.7 insights/ep

Latest The Memo by Howard Marks episodes

Date	Title
Sep 22	Shall We Repeal the Laws of Economics – Part III
Apr 9	What's Going on in Private Credit?
Mar 24	Reflections on Oaktree Conference 2026 with Howard Marks
Feb 26	AI Hurtles Ahead
Nov 6	Cockroaches in the Coal Mine
Oct 14	35 Years of Memos
Aug 14	The Calculus of Value
Jun 18	More on Repealing the Laws of Economics
May 6	30 Years of Oaktree
Apr 9	Nobody Knows (Yet Again)
Mar 6	Gimme Credit
Feb 27	Behind The Memo: On Bubble Watch
Jan 7	On Bubble Watch