67 Epizód

  1. The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

    Közzétéve: 2023. 11. 02.
  2. Further Thoughts on "Sea Change"

    Közzétéve: 2023. 10. 11.
  3. The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

    Közzétéve: 2023. 10. 05.
  4. Behind the Memo: Fewer Losers, or More Winners?

    Közzétéve: 2023. 09. 20.
  5. Fewer Losers, or More Winners?

    Közzétéve: 2023. 09. 12.
  6. The Insight: Conversations – European Credit at a Turning Point

    Közzétéve: 2023. 09. 08.
  7. The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

    Közzétéve: 2023. 08. 08.
  8. Taking The Temperature

    Közzétéve: 2023. 07. 10.
  9. The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

    Közzétéve: 2023. 06. 27.
  10. The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

    Közzétéve: 2023. 05. 25.
  11. The Insight: Conversations – Performing Credit Quarterly 1Q2023

    Közzétéve: 2023. 04. 20.
  12. Lessons from Silicon Valley Bank

    Közzétéve: 2023. 04. 17.
  13. The Rewind: Calling The Market

    Közzétéve: 2023. 03. 07.
  14. The Rewind: Ditto

    Közzétéve: 2023. 02. 02.
  15. Behind the Memo: Sea Change

    Közzétéve: 2023. 01. 05.
  16. Sea Change

    Közzétéve: 2022. 12. 13.
  17. Behind the Memo: What Really Matters?

    Közzétéve: 2022. 12. 06.
  18. What Really Matters?

    Közzétéve: 2022. 11. 22.
  19. The Rewind: Global Financial Crisis

    Közzétéve: 2022. 10. 13.
  20. Behind the Memo: The Illusion of Knowledge

    Közzétéve: 2022. 09. 13.

2 / 4

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.

Visit the podcast's native language site