The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
25 May 2023
35m
Oaktree Capital Management · Investment
The Memo by Howard Marks
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.
Episodes
The Insight: Conversations – Performing Credit Quarterly 1Q2023
20 Apr 2023
35m
Lessons from Silicon Valley Bank
17 Apr 2023
44m
AI processedIn this memo, Howard Marks discusses the significance of the Silicon Valley Bank (SVB) failure, highlighting that its importance lies less in predicting further bank failures and more in its potential to amplify investor and lender wariness, leading to credit tightening across various industries. Marks explains that SV...
The Rewind: Calling The Market
07 Mar 2023
39m
The Rewind: Ditto
02 Feb 2023
1h 11m
Behind the Memo: Sea Change
05 Jan 2023
20m
Sea Change
13 Dec 2022
36m
Behind the Memo: What Really Matters?
06 Dec 2022
23m
What Really Matters?
22 Nov 2022
53m
The Rewind: Global Financial Crisis
13 Oct 2022
35m
Behind the Memo: The Illusion of Knowledge
13 Sep 2022
23m
The Illusion of Knowledge
08 Sep 2022
53m
Behind the Memo: I Beg To Differ
04 Aug 2022
24m
I Beg To Differ
26 Jul 2022
47m
The Rewind: Something of Value
16 Jun 2022
1h 25m
Behind the Memo: Bull Market Rhymes
02 Jun 2022
16m
Bull Market Rhymes
26 May 2022
44m
The Rewind: Lines in the Sand
28 Apr 2022
44m
Behind the Memo: The Pendulum in International Affairs
31 Mar 2022
21m
The Pendulum in International Affairs
23 Mar 2022
29m
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