<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: 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 | ||
| 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 |