<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>
| Title | Date published | ||
| The Rewind: Global Financial Crisis | 2022-10-13 | ||
| Behind the Memo: The Illusion of Knowledge | 2022-09-13 | ||
| The Illusion of Knowledge | 2022-09-08 | ||
| Behind the Memo: I Beg To Differ | 2022-08-04 | ||
| I Beg To Differ | 2022-07-26 | ||
| The Rewind: Something of Value | 2022-06-16 | ||
| Behind the Memo: Bull Market Rhymes | 2022-06-02 | ||
| Bull Market Rhymes | 2022-05-26 | ||
| The Rewind: Lines in the Sand | 2022-04-28 | ||
| Behind the Memo: The Pendulum in International Affairs | 2022-03-31 | ||
| The Pendulum in International Affairs | 2022-03-23 | ||
| The Rewind: It’s All a Big Mistake | 2022-02-24 | ||
| Introducing "Behind The Memo": Selling Out | 2022-01-21 | ||
| Selling Out | 2022-01-13 | ||
| The Rewind: Uncertainty | 2021-12-20 | ||
| The Winds of Change | 2021-11-30 | ||
| The Rewind: What Does The Market Know? | 2021-10-07 | ||
| The Rewind: On The Couch | 2021-09-30 | ||
| The Rewind: Us and Them | 2021-08-26 | ||
| Thinking About Macro | 2021-07-30 |