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The Memo by Howard Marks
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The Memo by Howard Marks

Author: Oaktree Capital Management

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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.

3 Episodes
Today we debut a new series, “The Rewind,” in which Howard looks back on some of his memos over the years, discusses their origin and considers their relevance in today’s financial environment. We start with his very first memo, “The Route To Performance,” originally published on October 12, 1990.The memo is read by LJ Ganser.
Coming Into Focus

Coming Into Focus


In his latest memo, Howard Marks discusses the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy actions on today’s markets; and the possible ramifications of the Fed/Treasury’s rescue efforts. (October 13, 2020)The memo is read by LJ Ganser.
This is the trailer for "The Memo by Howard Marks."
Comments (1)

Musaed A

Best thing in 2020

Oct 19th
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