The Memo by Howard Marks 

<p>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.</p>

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Title	Date published
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar	2024-01-04
The Insight: Conversations – Special Episode with Annie Duke and Howard Marks	2023-12-06
The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian	2023-11-02
Further Thoughts on "Sea Change"	2023-10-11
The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs	2023-10-05
Behind the Memo: Fewer Losers, or More Winners?	2023-09-20
Fewer Losers, or More Winners?	2023-09-12
The Insight: Conversations – European Credit at a Turning Point	2023-09-08
The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina	2023-08-08
Taking The Temperature	2023-07-10
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg	2023-06-27
The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl	2023-05-25
The Insight: Conversations – Performing Credit Quarterly 1Q2023	2023-04-20
Lessons from Silicon Valley Bank	2023-04-17
The Rewind: Calling The Market	2023-03-07
The Rewind: Ditto	2023-02-02
Behind the Memo: Sea Change	2023-01-05
Sea Change	2022-12-13
Behind the Memo: What Really Matters?	2022-12-06
What Really Matters?	2022-11-22

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