The Memo by Howard Marks
Un pódcast de Oaktree Capital Management
67 Episodo
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Nobody Knows (Yet Again)
Publicado: 9/4/2025 -
Gimme Credit
Publicado: 6/3/2025 -
Behind The Memo: On Bubble Watch
Publicado: 27/2/2025 -
On Bubble Watch
Publicado: 7/1/2025 -
Ruminating on Asset Allocation
Publicado: 22/10/2024 -
Shall We Repeal The Laws of Economics?
Publicado: 19/9/2024 -
Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
Publicado: 27/8/2024 -
Mr. Market Miscalculates
Publicado: 22/8/2024 -
Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
Publicado: 23/7/2024 -
The Folly of Certainty
Publicado: 17/7/2024 -
The Insight: Conversations - Oaktree Conference 2024 Edition
Publicado: 2/7/2024 -
Bonus Episode: Howard Marks on “In Good Company”
Publicado: 18/6/2024 -
The Impact of Debt
Publicado: 8/5/2024 -
The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
Publicado: 6/5/2024 -
The Indispensability of Risk
Publicado: 17/4/2024 -
The Archive: You Bet!
Publicado: 21/3/2024 -
Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
Publicado: 8/2/2024 -
Easy Money
Publicado: 9/1/2024 -
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
Publicado: 4/1/2024 -
The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
Publicado: 6/12/2023
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.