Behind The Memo: On Bubble Watch

The Memo by Howard Marks by Oaktree Capital Management

Feb 27, 202500:25:26Business

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...

Related Episodes

Continue listening to more episodes from The Memo by Howard Marks.

What's Going on in Private Credit?

Apr 9, 2026 - 00:38:50

In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from i...

Reflections on Oaktree Conference 2026 with Howard Marks

Mar 24, 2026 - 00:32:55

In this special episode of The Insight: Conversations , Howard Marks shares his reflections on themes fro...

AI Hurtles Ahead

Feb 26, 2026 - 00:46:22

In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – How...

Is It a Bubble?

Dec 9, 2025 - 01:06:57

In his latest memo, Howard Marks addresses the much-asked question, “Is there a bubble in AI?” He identif...

Cockroaches in the Coal Mine

Nov 6, 2025 - 00:24:29

In his latest memo, Howard Marks examines the recent string of well-publicized credit problems. He consid...

A Look Under the Hood

Oct 28, 2025 - 00:28:47

In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and...

35 Years of Memos

Oct 14, 2025 - 00:30:47

To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree em...

The Calculus of Value

Aug 14, 2025 - 00:41:40

In his latest memo, Howard Marks sets forth the essence of value and price, as well as the critical relat...