<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: 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 | ||
The Rewind: It Is What It Is | 2021-06-24 | ||
The Rewind: Dare to Be Great II | 2021-05-05 | ||
The Rewind: Dare to Be Great | 2021-04-29 | ||
2020 in Review | 2021-03-19 | ||
The Rewind: You Can’t Predict. You Can Prepare. | 2021-02-24 | ||
Something of Value | 2021-01-14 | ||
The Rewind: bubble.com | 2020-12-21 | ||
Introducing “The Rewind”: The Route To Performance | 2020-11-30 | ||
Coming Into Focus | 2020-10-19 |