67 Epizód

  1. Nobody Knows (Yet Again)

    Közzétéve: 2025. 04. 09.
  2. Gimme Credit

    Közzétéve: 2025. 03. 06.
  3. Behind The Memo: On Bubble Watch

    Közzétéve: 2025. 02. 27.
  4. On Bubble Watch

    Közzétéve: 2025. 01. 07.
  5. Ruminating on Asset Allocation

    Közzétéve: 2024. 10. 22.
  6. Shall We Repeal The Laws of Economics?

    Közzétéve: 2024. 09. 19.
  7. Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel

    Közzétéve: 2024. 08. 27.
  8. Mr. Market Miscalculates

    Közzétéve: 2024. 08. 22.
  9. Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley

    Közzétéve: 2024. 07. 23.
  10. The Folly of Certainty

    Közzétéve: 2024. 07. 17.
  11. The Insight: Conversations - Oaktree Conference 2024 Edition

    Közzétéve: 2024. 07. 02.
  12. Bonus Episode: Howard Marks on “In Good Company”

    Közzétéve: 2024. 06. 18.
  13. The Impact of Debt

    Közzétéve: 2024. 05. 08.
  14. The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

    Közzétéve: 2024. 05. 06.
  15. The Indispensability of Risk

    Közzétéve: 2024. 04. 17.
  16. The Archive: You Bet!

    Közzétéve: 2024. 03. 21.
  17. Behind the Memo: Easy Money with Howard Marks and Edward Chancellor

    Közzétéve: 2024. 02. 08.
  18. Easy Money

    Közzétéve: 2024. 01. 09.
  19. The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

    Közzétéve: 2024. 01. 04.
  20. The Insight: Conversations – Special Episode with Annie Duke and Howard Marks

    Közzétéve: 2023. 12. 06.

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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.

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