The Memo by Howard Marks
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.
Latest Episode
35 Years of Memos (14.10.2025)
Previous Episodes
- The Calculus of Value
- More on Repealing the Laws of Economics
- 30 Years of Oaktree
- Nobody Knows (Yet Again)
- Gimme Credit
- Behind The Memo: On Bubble Watch
- On Bubble Watch
- Ruminating on Asset Allocation
- Shall We Repeal The Laws of Economics?
- Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
- Mr. Market Miscalculates
- Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
- The Folly of Certainty
- The Insight: Conversations - Oaktree Conference 2024 Edition
- Bonus Episode: Howard Marks on “In Good Company”
- The Impact of Debt
- The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
- The Indispensability of Risk
- The Archive: You Bet!
- Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
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The Mash Up
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Restoration Home with Jennifer Pepito
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Lex Fridman Podcast
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The Big Flop
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Dr. James Dobson's Family Talk
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George Kamel
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Keyshawn Solves It
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Points Talk® with the Travel Mom Squad
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Me, Myself, and AI
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Balance of Power
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With Gourley And Rust
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VeggieTales: Very Veggie Silly Stories
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Two Dudes in a Kitchen
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Craft Beer & Brewing Magazine Podcast
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The Southern Tea
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The Odd Couple with Rob Parker & Kelvin Washington
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Not Aspirational with Hannah Aaron Brown
