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The Memo by Howard Marks

Oaktree Capital Management

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About

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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Recent episodes

  • Shall We Repeal the Laws of Economics – Part IIISep 22, 2026 · 27 min
  • What's Going on in Private Credit?Apr 9, 2026 · 39 min
  • Reflections on Oaktree Conference 2026 with Howard MarksMar 24, 2026 · 33 min
  • AI Hurtles AheadFeb 26, 2026 · 46 min
  • Is It a Bubble?Dec 9, 2025 · 1 hr 7 min
  • Cockroaches in the Coal MineNov 6, 2025 · 24 min
  • A Look Under the HoodOct 28, 2025 · 29 min
  • 35 Years of MemosOct 14, 2025 · 31 min
  • The Calculus of ValueAug 14, 2025 · 42 min
  • More on Repealing the Laws of EconomicsJun 18, 2025 · 40 min

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