Business

Cockroaches in the Coal Mine

The Memo by Howard Marks by Oaktree Capital Management

Nov 6, 202500:24:29Business

In his latest memo, Howard Marks examines the recent string of well-publicized credit problems. He considers how they serve as a reminder that the yield premium offered by sub-investment grade credit isn’t a freebie, but...

About This Episode

Cockroaches in the Coal Mine is an episode from The Memo by Howard Marks by Oaktree Capital Management. In his latest memo, Howard Marks examines the recent string of well-publicized credit problems. He considers how they serve as a reminde...

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Published Nov 6, 2025, 00:24:29 long, audio available.

Cockroaches in the Coal Mine

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