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The Memo by Howard Marks
The Memo by Howard Marks
77 episodes · by Oaktree Capital Management
About The Memo by Howard Marks
The Memo by Howard Marks is a podcast with 77 episodes in the PodLexicon database, each accompanied by a full searchable transcript and AI-generated summary. 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 landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication. PodLexicon indexes every episode of The Memo by Howard Marks and turns each one into a searchable AI summary — find the episode that covers a topic, track how that topic evolved over time, or compare what different guests said about it.
Topics Covered on The Memo by Howard Marks
Credit Market Evolution Price Versus Intrinsic Value Why Macro Forecasts Fail
Notable Guests on The Memo by Howard Marks
Recent Episodes
What's Going on in Private Credit? — April 09, 2026Reflections on Oaktree Conference 2026 with Howard Marks — March 24, 2026AI Hurtles Ahead — February 26, 2026Is It a Bubble? — December 09, 2025Cockroaches in the Coal Mine — November 06, 2025A Look Under the Hood — October 28, 202535 Years of Memos — October 14, 2025The Calculus of Value — August 14, 2025More on Repealing the Laws of Economics — June 18, 202530 Years of Oaktree — May 06, 2025Nobody Knows (Yet Again) — April 09, 2025Gimme Credit — March 06, 2025Behind The Memo: On Bubble Watch — February 27, 2025On Bubble Watch — January 07, 2025Ruminating on Asset Allocation — October 22, 2024Shall We Repeal The Laws of Economics? — September 19, 2024Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel — August 27, 2024Mr. Market Miscalculates — August 22, 2024Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley — July 23, 2024The Folly of Certainty — July 17, 2024The Insight: Conversations - Oaktree Conference 2024 Edition — July 02, 2024Bonus Episode: Howard Marks on “In Good Company” — June 18, 2024The Impact of Debt — May 08, 2024The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg — May 06, 2024The Indispensability of Risk — April 17, 2024The Archive: You Bet! — March 21, 2024Behind the Memo: Easy Money with Howard Marks and Edward Chancellor — February 08, 2024Easy Money — January 09, 2024The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar — January 04, 2024The Insight: Conversations – Special Episode with Annie Duke and Howard Marks — December 06, 2023The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian — November 02, 2023Further Thoughts on "Sea Change" — October 11, 2023The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs — October 05, 2023Behind the Memo: Fewer Losers, or More Winners? — September 20, 2023Fewer Losers, or More Winners? — September 12, 2023The Insight: Conversations – European Credit at a Turning Point — September 08, 2023The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina — August 08, 2023Taking The Temperature — July 10, 2023The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg — June 27, 2023The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl — May 25, 2023The Insight: Conversations – Performing Credit Quarterly 1Q2023 — April 20, 2023Lessons from Silicon Valley Bank — April 17, 2023The Rewind: Calling The Market — March 07, 2023The Rewind: Ditto — February 02, 2023Behind the Memo: Sea Change — January 05, 2023Sea Change — December 13, 2022Behind the Memo: What Really Matters? — December 06, 2022What Really Matters? — November 22, 2022The Rewind: Global Financial Crisis — October 13, 2022Behind the Memo: The Illusion of Knowledge — September 13, 2022
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