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The Memo by Howard Marks

8 EpisodesProduced by Oaktree Capital ManagementWebsite

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, … read more

episodes iconAll Episodes

The Rewind: Dare to Be Great II

May 5th, 2021

45:36

Howard reflects on this memo originally published on April 8, 2014. In the second episode of a two-part series, he asks whether investors are willing to do what is necessary in order to be great – including being …

The Rewind: Dare to Be Great

April 29th, 2021

54:59

Howard reflects on this memo originally published on September 7, 2006. In the first episode of a two-part series, he offers suggestions to those …

2020 in Review

March 19th, 2021

31:15

Last year featured a jaw-dropping list of extremes, from a once-in-a-century pandemic to record-breaking market moves. Howard Marks writes in his latest memo about approaching the investment environment left in 2020’s …

The Rewind: You Can’t Predict. You Can Prepare.

February 24th, 2021

52:11

Howard looks back on this memo, originally published on November 20, 2001. The title was inspired by a TV commercial tagline from that time: “It's almost a Yogi Berra type statement that makes no apparent sense on first …

Something of Value

January 14th, 2021

1:03:06

The dichotomy of “value” and “growth” investing has become a sharp stylistic divide. But is it helpful? In his latest memo, Howard Marks discusses …

The Rewind: bubble.com

December 21st, 2020

52:44

Howard looks back on his memo titled “bubble.com,” originally published on January 2, 2000, and credited with making his memo writing an “overnight success” after 10 years without a single response.

To view …

Introducing “The Rewind”: The Route To Performance

November 30th, 2020

19:16

Today we debut a new series, “The Rewind,” in which Howard looks back on some of his memos over the years, discusses their origin and considers their relevance in today’s financial environment. We start with his very …

Coming Into Focus

October 19th, 2020

1:00:13

In his latest memo, Howard Marks discusses the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy …

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