The Memo by Howard Marks

64 - Ruminating on Asset Allocation

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.

More episodes

64 - Ruminating on Asset Allocation

Tue, 22 Oct 2024
63 - Shall We Repeal The Laws of Economics?

Thu, 19 Sep 2024
62 - Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel

Tue, 27 Aug 2024
61 - Mr. Market Miscalculates

Thu, 22 Aug 2024
60 - Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley

Tue, 23 Jul 2024
59 - The Folly of Certainty

Wed, 17 Jul 2024
58 - The Insight: Conversations - Oaktree Conference 2024 Edition

Tue, 02 Jul 2024
57 - Bonus Episode: Howard Marks on “In Good Company”

Tue, 18 Jun 2024
56 - The Impact of Debt

Wed, 08 May 2024
55 - The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

Mon, 06 May 2024
54 - The Indispensability of Risk

Wed, 17 Apr 2024
53 - The Archive: You Bet!

Thu, 21 Mar 2024
52 - Behind the Memo: Easy Money with Howard Marks and Edward Chancellor

Thu, 08 Feb 2024
51 - Easy Money

Tue, 09 Jan 2024
50 - The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

Thu, 04 Jan 2024
49 - The Insight: Conversations – Special Episode with Annie Duke and Howard Marks

Wed, 06 Dec 2023
48 - The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

Thu, 02 Nov 2023
47 - Further Thoughts on "Sea Change"

Wed, 11 Oct 2023
46 - The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

Thu, 05 Oct 2023
45 - Behind the Memo: Fewer Losers, or More Winners?

Wed, 20 Sep 2023
44 - Fewer Losers, or More Winners?

Tue, 12 Sep 2023
43 - The Insight: Conversations – European Credit at a Turning Point

Fri, 08 Sep 2023
42 - The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

Tue, 08 Aug 2023
41 - Taking The Temperature

Mon, 10 Jul 2023
40 - The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

Tue, 27 Jun 2023
39 - The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

Thu, 25 May 2023
38 - The Insight: Conversations – Performing Credit Quarterly 1Q2023

Thu, 20 Apr 2023
37 - Lessons from Silicon Valley Bank

Mon, 17 Apr 2023
36 - The Rewind: Calling The Market

Tue, 07 Mar 2023
35 - The Rewind: Ditto

Thu, 02 Feb 2023
34 - Behind the Memo: Sea Change

Thu, 05 Jan 2023
33 - Sea Change

Tue, 13 Dec 2022
32 - Behind the Memo: What Really Matters?

Tue, 06 Dec 2022
31 - What Really Matters?

Tue, 22 Nov 2022
30 - The Rewind: Global Financial Crisis

Thu, 13 Oct 2022
29 - Behind the Memo: The Illusion of Knowledge

Tue, 13 Sep 2022
28 - The Illusion of Knowledge

Thu, 08 Sep 2022
27 - Behind the Memo: I Beg To Differ

Thu, 04 Aug 2022
26 - I Beg To Differ

Tue, 26 Jul 2022
25 - The Rewind: Something of Value

Thu, 16 Jun 2022
24 - Behind the Memo: Bull Market Rhymes

Thu, 02 Jun 2022
23 - Bull Market Rhymes

Thu, 26 May 2022
22 - The Rewind: Lines in the Sand

Thu, 28 Apr 2022
21 - Behind the Memo: The Pendulum in International Affairs

Thu, 31 Mar 2022
20 - The Pendulum in International Affairs

Wed, 23 Mar 2022
19 - The Rewind: It’s All a Big Mistake

Thu, 24 Feb 2022
18 - Introducing "Behind The Memo": Selling Out

Fri, 21 Jan 2022
17 - Selling Out

Thu, 13 Jan 2022
16 - The Rewind: Uncertainty

Mon, 20 Dec 2021
15 - The Winds of Change

Tue, 30 Nov 2021

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