What's Going on in Private Credit?
In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its p...
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The Memo by Howard Marks
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...
The Memo by Howard Marks Podcast Guide
Listen to The Memo by Howard Marks, a Business podcast by Oaktree Capital Management. Stream 77 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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Episodes
20 of 77 episodes
Reflections on Oaktree Conference 2026 with Howard Marks
In this special episode of The Insight: Conversations , Howard Marks shares his reflections on themes from Oaktree’s recent client conferenc...
AI Hurtles Ahead
In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of A...
Is It a Bubble?
In his latest memo, Howard Marks addresses the much-asked question, “Is there a bubble in AI?” He identifies the uncertainty associated with...
Cockroaches in the Coal Mine
In his latest memo, Howard Marks examines the recent string of well-publicized credit problems. He considers how they serve as a reminder th...
A Look Under the Hood
In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and senior staff of a state pension fu...
35 Years of Memos
To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to an excerpt from...
The Calculus of Value
In his latest memo, Howard Marks sets forth the essence of value and price, as well as the critical relationship between the two. He posits...
More on Repealing the Laws of Economics
In his latest memo, Howard Marks discusses the implications of governmental intervention in economies. Considering examples such as rent con...
30 Years of Oaktree
In celebration of Oaktree’s 30th anniversary on April 10, 2025, cofounders Howard Marks (Co-Chairman), Bruce Karsh (Co-Chairman and Chief In...
Nobody Knows (Yet Again)
In his latest memo, Howard discusses how the recent events surrounding tariffs can have a seismic but unpredictable impact on the global eco...
Gimme Credit
In his latest memo, Howard addresses a common question he’s been receiving over the last few months: “What about credit spreads?” He explain...
Behind The Memo: On Bubble Watch
In the latest episode of Behind the Memo , Howard discusses his recent memo, On Bubble Watch, which revisits a subject he first wrote about...
On Bubble Watch
On January 2, 2000, Howard Marks published his first memo to garner any reader response, bubble.com , calling attention to excesses he detec...
Ruminating on Asset Allocation
In his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target. He describes the fu...
Shall We Repeal The Laws of Economics?
In his latest memo, Howard Marks discusses the economic facts of life, as he examines the workings of free markets and what happens when the...
Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
In this special episode of Behind the Memo, Howard Marks is joined by Morgan Housel, the bestselling author and partner at the Collaborative...
Mr. Market Miscalculates
In his latest memo, Howard Marks discusses the reasons for the recent market volatility using one of finance’s classic metaphors: Mr. Market...
Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
In this episode of Behind the Memo, Howard Marks is joined by two special guests: Oaktree cofounder Bruce Karsh and the chess Grandmaster Ma...
The Folly of Certainty
In his latest memo, Howard Marks discusses the importance of avoiding expressions of absolute certainty when operating in fields subject to...
Questions About The Memo by Howard Marks
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The Memo by Howard Marks is listed as a Business show. The show language is listed as English.
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What type of podcast is The Memo by Howard Marks?
The Memo by Howard Marks is listed as a Business show by Oaktree Capital Management.
How many episodes are available?
This page lists 77 episodes for The Memo by Howard Marks where feed data is available.