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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.
- 56 - The Impact of DebtWed, 08 May 2024 - 16min
- 55 - The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
Oaktree's Howard Marks, Armen Panossian and David Rosenberg discuss topics from Performing Credit Quarterly 1Q2024: Unusually Uncertain
Mon, 06 May 2024 - 31min - 54 - The Indispensability of RiskWed, 17 Apr 2024 - 12min
- 53 - The Archive: You Bet!Thu, 21 Mar 2024 - 47min
- 52 - Behind the Memo: Easy Money with Howard Marks and Edward ChancellorThu, 08 Feb 2024 - 36min
- 51 - Easy MoneyTue, 09 Jan 2024 - 56min
- 50 - 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
Thu, 04 Jan 2024 - 35min - 49 - The Insight: Conversations – Special Episode with Annie Duke and Howard MarksWed, 06 Dec 2023 - 51min
- 48 - 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
Thu, 02 Nov 2023 - 31min - 47 - Further Thoughts on "Sea Change"Wed, 11 Oct 2023 - 33min
- 46 - 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
Thu, 05 Oct 2023 - 29min - 45 - Behind the Memo: Fewer Losers, or More Winners?Wed, 20 Sep 2023 - 30min
- 44 - Fewer Losers, or More Winners?Tue, 12 Sep 2023 - 35min
- 43 - 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
Fri, 08 Sep 2023 - 42min - 42 - 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
Tue, 08 Aug 2023 - 34min - 41 - Taking The TemperatureMon, 10 Jul 2023 - 49min
- 40 - The Insight: Conversations – This Time Might Be Different with Howard Marks and David RosenbergTue, 27 Jun 2023 - 33min
- 39 - The Insight: Conversations – Cutting Through the Economic Noise with Wayne DahlThu, 25 May 2023 - 35min
- 38 - 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
Thu, 20 Apr 2023 - 35min - 37 - Lessons from Silicon Valley BankMon, 17 Apr 2023 - 44min
- 36 - The Rewind: Calling The MarketTue, 07 Mar 2023 - 39min
- 35 - The Rewind: DittoThu, 02 Feb 2023 - 1h 11min
- 34 - Behind the Memo: Sea ChangeThu, 05 Jan 2023 - 20min
- 33 - Sea ChangeTue, 13 Dec 2022 - 36min
- 32 - Behind the Memo: What Really Matters?Tue, 06 Dec 2022 - 23min
- 31 - What Really Matters?Tue, 22 Nov 2022 - 53min
- 30 - The Rewind: Global Financial CrisisThu, 13 Oct 2022 - 35min
- 29 - Behind the Memo: The Illusion of KnowledgeTue, 13 Sep 2022 - 23min
- 28 - The Illusion of KnowledgeThu, 08 Sep 2022 - 53min
- 27 - Behind the Memo: I Beg To DifferThu, 04 Aug 2022 - 24min
- 26 - I Beg To DifferTue, 26 Jul 2022 - 47min
- 25 - The Rewind: Something of ValueThu, 16 Jun 2022 - 1h 25min
- 24 - Behind the Memo: Bull Market RhymesThu, 02 Jun 2022 - 16min
- 23 - Bull Market RhymesThu, 26 May 2022 - 44min
- 22 - The Rewind: Lines in the SandThu, 28 Apr 2022 - 44min
- 21 - Behind the Memo: The Pendulum in International AffairsThu, 31 Mar 2022 - 21min
- 20 - The Pendulum in International AffairsWed, 23 Mar 2022 - 29min
- 19 - The Rewind: It’s All a Big MistakeThu, 24 Feb 2022 - 53min
- 18 - Introducing "Behind The Memo": Selling OutFri, 21 Jan 2022 - 32min
- 17 - Selling OutThu, 13 Jan 2022 - 35min
- 16 - The Rewind: UncertaintyMon, 20 Dec 2021 - 1h 01min
- 15 - The Winds of ChangeTue, 30 Nov 2021 - 1h 02min
- 14 - The Rewind: What Does The Market Know?Thu, 07 Oct 2021 - 52min
- 13 - The Rewind: On The CouchThu, 30 Sep 2021 - 1h 13min
- 12 - The Rewind: Us and ThemThu, 26 Aug 2021 - 43min
- 11 - Thinking About MacroFri, 30 Jul 2021 - 50min
- 10 - The Rewind: It Is What It IsThu, 24 Jun 2021 - 43min
- 9 - The Rewind: Dare to Be Great IIWed, 05 May 2021 - 45min
- 8 - The Rewind: Dare to Be GreatThu, 29 Apr 2021 - 54min
- 7 - 2020 in ReviewFri, 19 Mar 2021 - 31min
- 6 - The Rewind: You Can’t Predict. You Can Prepare.Wed, 24 Feb 2021 - 52min
- 5 - Something of ValueThu, 14 Jan 2021 - 1h 03min
- 4 - The Rewind: bubble.comMon, 21 Dec 2020 - 52min
- 3 - Introducing “The Rewind”: The Route To PerformanceMon, 30 Nov 2020 - 19min
- 2 - Coming Into FocusMon, 19 Oct 2020 - 1h 00min
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