All episodes of The Memo by Howard Marks

The Memo by Howard Marks

Episodes

The Indispensability of Risk

Howard Marks's Memo "The Indispensability of Risk"

Published 04/17/24

The Memo by Howard Marks

Published 04/17/24

The Archive: You Bet!

Howard Marks's Memo "You Bet!"

Published 03/21/24

Behind the Memo: Easy Money with Howard Marks and Edward Chancellor

Oaktree's Howard Marks and author Edward Chancellor discuss "Easy Money"

Published 02/08/24

Easy Money

Howard Marks's Memo "Easy Money"

Published 01/09/24

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

Published 01/04/24

The Insight: Conversations – Special Episode with Annie Duke and Howard Marks

Oaktree's Howard Marks and author Annie Duke discuss "You Bet!"

Published 12/06/23

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

Published 11/02/23

Further Thoughts on "Sea Change"

Howard Marks's Memo "Further Thoughts on ‘Sea Change’"

Published 10/11/23

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

Published 10/05/23

Behind The Memo: Fewer Losers, or More Winners?

Howard Marks Discusses “Fewer Losers, or More Winners?”

Published 09/20/23

Fewer Losers, or More Winners?

Howard Marks's Memo "Fewer Losers, or More Winners?"

Published 09/12/23

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

Published 09/08/23

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

Published 08/08/23

Taking The Temperature

Howard Marks's Memo "Taking The Temperature"

Published 07/10/23

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

Published 06/27/23

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

Published 05/25/23

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

Published 04/20/23

Lessons from Silicon Valley Bank

Howard Marks's Memo "Lessons from Silicon Valley Bank"

Published 04/17/23

The Rewind: Calling The Market

Howard Marks Discusses Memos Related to Making Market Calls

Published 03/07/23

The Rewind: Ditto

Howard Marks Discusses "Ditto" with Brookfield CEO Bruce Flatt

Published 02/02/23

Behind The Memo: Sea Change

Howard Marks Discusses "Sea Change"

Published 01/05/23

Sea Change

Howard Marks's Memo "Sea Change"

Published 12/13/22

Behind The Memo: What Really Matters?

Howard Marks Discusses "What Really Matters?"

Published 12/06/22

What Really Matters?

Howard Marks's Memo "What Really Matters?"

Published 11/22/22