The Memo by Howard Marks
Un pódcast de Oaktree Capital Management
67 Episodo
-
The Illusion of Knowledge
Publicado: 8/9/2022 -
Behind the Memo: I Beg To Differ
Publicado: 4/8/2022 -
I Beg To Differ
Publicado: 26/7/2022 -
The Rewind: Something of Value
Publicado: 16/6/2022 -
Behind the Memo: Bull Market Rhymes
Publicado: 2/6/2022 -
Bull Market Rhymes
Publicado: 26/5/2022 -
The Rewind: Lines in the Sand
Publicado: 28/4/2022 -
Behind the Memo: The Pendulum in International Affairs
Publicado: 31/3/2022 -
The Pendulum in International Affairs
Publicado: 23/3/2022 -
The Rewind: It’s All a Big Mistake
Publicado: 24/2/2022 -
Introducing "Behind The Memo": Selling Out
Publicado: 21/1/2022 -
Selling Out
Publicado: 13/1/2022 -
The Rewind: Uncertainty
Publicado: 20/12/2021 -
The Winds of Change
Publicado: 30/11/2021 -
The Rewind: What Does The Market Know?
Publicado: 7/10/2021 -
The Rewind: On The Couch
Publicado: 30/9/2021 -
The Rewind: Us and Them
Publicado: 26/8/2021 -
Thinking About Macro
Publicado: 30/7/2021 -
The Rewind: It Is What It Is
Publicado: 24/6/2021 -
The Rewind: Dare to Be Great II
Publicado: 5/5/2021
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.