The Memo by Howard Marks
Un pódcast de Oaktree Capital Management
67 Episodo
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The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian
Publicado: 2/11/2023 -
Further Thoughts on "Sea Change"
Publicado: 11/10/2023 -
The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
Publicado: 5/10/2023 -
Behind the Memo: Fewer Losers, or More Winners?
Publicado: 20/9/2023 -
Fewer Losers, or More Winners?
Publicado: 12/9/2023 -
The Insight: Conversations – European Credit at a Turning Point
Publicado: 8/9/2023 -
The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
Publicado: 8/8/2023 -
Taking The Temperature
Publicado: 10/7/2023 -
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
Publicado: 27/6/2023 -
The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
Publicado: 25/5/2023 -
The Insight: Conversations – Performing Credit Quarterly 1Q2023
Publicado: 20/4/2023 -
Lessons from Silicon Valley Bank
Publicado: 17/4/2023 -
The Rewind: Calling The Market
Publicado: 7/3/2023 -
The Rewind: Ditto
Publicado: 2/2/2023 -
Behind the Memo: Sea Change
Publicado: 5/1/2023 -
Sea Change
Publicado: 13/12/2022 -
Behind the Memo: What Really Matters?
Publicado: 6/12/2022 -
What Really Matters?
Publicado: 22/11/2022 -
The Rewind: Global Financial Crisis
Publicado: 13/10/2022 -
Behind the Memo: The Illusion of Knowledge
Publicado: 13/9/2022
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.