Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel

The Memo by Howard Marks by Oaktree Capital Management

Aug 27, 202400:39:14Business

In this special episode of Behind the Memo, Howard Marks is joined by Morgan Housel, the bestselling author and partner at the Collaborative Fund. They discuss ideas from Howard’s recent memo “The Impact of Debt,” which...

Related Episodes

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

Shall We Repeal the Laws of Economics – Part III

Sep 22, 2026 - 00:27:16

In his latest memo, Howard Marks discusses recent attempts to rein in long-dated government bond yields....

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...