The Memo by Howard Marks

On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the de

Episodes

Total: 64

On January 2, 2000, Howard Marks published his first memo to garner any reader response, bubble.com,

In his latest memo, Howard Marks outlines the need to base asset allocation decisions around an esta

In his latest memo, Howard Marks discusses the economic facts of life, as he examines the workings o

In this special episode of Behind the Memo, Howard Marks is joined by Morgan Housel, the bestselling

In his latest memo, Howard Marks discusses the reasons for the recent market volatility using one of

In this episode of Behind the Memo, Howard Marks is joined by two special guests: Oaktree cofounder

In his latest memo, Howard Marks discusses the importance of avoiding expressions of absolute certai

In a special edition of The Insight: Conversations, you’ll hear excerpts from multiple sessions held

Oaktree Co-Chairman Howard Marks (https://www.linkedin.com/in/howardmarksbook/) joined the In Good C

In his latest memo, Howard Marks examines the relationship between leverage and survivability, takin

Where are we in the market cycle? Why is it healthy to be uncertain? And what does it mean to actual

In his latest memo, Howard Marks considers what chess can teach investors about the paradox of risk-

The Archive: You Bet!

2024/3/21

In his 2020 memo You Bet!, Howard Marks explained what it means to “think in bets,” as he discussed

In this special episode of Behind the Memo, Howard Marks is joined by journalist and financial histo

Easy Money

2024/1/9

In his latest memo, Howard Marks considers what financial history can teach us about periods of easy

What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit?&nb

Special guest Annie Duke (former professional poker player, best-selling author) joins Howard Marks

Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to

In his latest memo, Howard Marks provides a follow-up to Sea Change (https://www.oaktreecapital

How have credit investors been successfully navigating the volatile interest rate environment?