What's Going on in Private Credit?
Apr 9, 2026 - 00:38:50
Radio and PodcastLive Radio & PodcastsLoading episode
Fetching episode details...
Radio and PodcastLive Radio & PodcastsRadio and PodcastLive Radio & PodcastsFetching episode details...
Radio and PodcastLive Radio & Podcasts
In the latest episode of Behind the Memo , Howard discusses his recent memo, On Bubble Watch, which revisits a subject he first wrote about 25 years ago. He delves into the investor psychology that underpins a market bub...
Behind The Memo: On Bubble Watch is an episode from The Memo by Howard Marks by Oaktree Capital Management. In the latest episode of Behind the Memo , Howard discusses his recent memo, On Bubble Watch, which revisits a subject he first wrot...
This episode belongs to The Memo by Howard Marks.
Use the player on this page to stream the episode online.
Published Feb 27, 2025, 00:25:26 long, audio available.
Continue listening to more episodes from The Memo by Howard Marks.
Apr 9, 2026 - 00:38:50
Mar 24, 2026 - 00:32:55
Feb 26, 2026 - 00:46:22
Dec 9, 2025 - 01:06:57
Nov 6, 2025 - 00:24:29
Oct 28, 2025 - 00:28:47
Oct 14, 2025 - 00:30:47
Aug 14, 2025 - 00:41:40
In the latest episode of Behind the Memo , Howard discusses his recent memo, On Bubble Watch, which revisits a subject he first wrote about 25 years ago. He delves into the investor psychology that underpins a market bubble, and assesses the danger of letting excitement and fear of missing out override risk aversion. You can listen to or read the Memo here ( ).
You can listen to Behind The Memo: On Bubble Watch online on Radio and Podcast. Open the player on this page to stream the available audio.
Behind The Memo: On Bubble Watch is an episode from The Memo by Howard Marks by Oaktree Capital Management.
This episode is 00:25:26 long.
This episode was published on Feb 27, 2025.
Yes. Use the heart button on the episode page to add it to your favorite episodes list.
Yes. This page shows related episodes from The Memo by Howard Marks when more episodes are available from the podcast feed.
You can listen to Behind The Memo: On Bubble Watch on this page when the episode audio is available from the podcast feed.
Behind The Memo: On Bubble Watch is from The Memo by Howard Marks by Oaktree Capital Management.
Published Feb 27, 2025 and 00:25:26 long