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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.
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Ratings & Reviews
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4.9 stars from 751 ratings
“Loaded with nonsensical hot air we have heard from the Wall Street’s so called leaders on free markets??? There has never been a shred of free markets anywhere!
Mr Marks should listen to this podcast to get the definition and impact of government take over by businesses and profits of a few...”Read full review »
SAARKÉSH via Apple Podcasts ·
United States of America ·
10/07/24
Logic, plain and simple
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“A helping of logic and insights in every podcast.”
SoCalCuster via Apple Podcasts ·
United States of America ·
09/23/24
Monday quarterback marks
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“Howard thinks theres value in broad market and youre a dummy if you sell. Hes right but in a boring way cause he doesnt explain the mechanism (inflation) that makes it so... central banks hate you if you have net worth less than 100 million.”
No11111166666 via Apple Podcasts ·
United States of America ·
08/24/24
Recent Episodes
Howard Marks's Memo "Ruminating on Asset Allocation"
Published 10/22/24
Published 10/22/24
Howard Marks's Memo "Shall We Repeal The Laws of Economics"
Published 09/19/24
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