The Memo by Howard Marks
En podkast av Oaktree Capital Management
67 Episoder
-
The Illusion of Knowledge
Publisert: 8.9.2022 -
Behind the Memo: I Beg To Differ
Publisert: 4.8.2022 -
I Beg To Differ
Publisert: 26.7.2022 -
The Rewind: Something of Value
Publisert: 16.6.2022 -
Behind the Memo: Bull Market Rhymes
Publisert: 2.6.2022 -
Bull Market Rhymes
Publisert: 26.5.2022 -
The Rewind: Lines in the Sand
Publisert: 28.4.2022 -
Behind the Memo: The Pendulum in International Affairs
Publisert: 31.3.2022 -
The Pendulum in International Affairs
Publisert: 23.3.2022 -
The Rewind: It’s All a Big Mistake
Publisert: 24.2.2022 -
Introducing "Behind The Memo": Selling Out
Publisert: 21.1.2022 -
Selling Out
Publisert: 13.1.2022 -
The Rewind: Uncertainty
Publisert: 20.12.2021 -
The Winds of Change
Publisert: 30.11.2021 -
The Rewind: What Does The Market Know?
Publisert: 7.10.2021 -
The Rewind: On The Couch
Publisert: 30.9.2021 -
The Rewind: Us and Them
Publisert: 26.8.2021 -
Thinking About Macro
Publisert: 30.7.2021 -
The Rewind: It Is What It Is
Publisert: 24.6.2021 -
The Rewind: Dare to Be Great II
Publisert: 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.
