The Memo by Howard Marks

The Indispensability of Risk

In his latest memo, Howard Marks considers what chess can teach investors about the paradox of...

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• 8 días

The Archive: You Bet!

In his 2020 memo You Bet!, Howard Marks explained what it means to “think in bets,” as he...

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• 1 mes

Behind the Memo: Easy Money with Howard Marks and Edward Chancellor

In this special episode of Behind the Memo, Howard Marks is joined by journalist and financial...

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• 2 meses

Easy Money

In his latest memo, Howard Marks considers what financial history can teach us about periods of...

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• 3 meses

The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit?...

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• 4 meses

The Insight: Conversations – Special Episode with Annie Duke and Howard Marks

Special guest Annie Duke (former professional poker player, best-selling author) joins Howard...

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• 5 meses

The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related...

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• 6 meses

Further Thoughts on "Sea Change"

In his latest memo, Howard Marks provides a follow-up to Sea Change...

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• 6 meses

The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

How have credit investors been successfully navigating the volatile interest rate environment?...

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• 7 meses

Behind the Memo: Fewer Losers, or More Winners?

In the latest episode of Behind the Memo, Howard discusses his recent memo: Fewer Losers, or More...

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• 7 meses

Fewer Losers, or More Winners?

In his latest memo, Howard Marks discusses the essential choice in both investing and sports:...

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• 7 meses

The Insight: Conversations – European Credit at a Turning Point

Learn about the current state of European credit and the dramatic changes seen over the last year...

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• 7 meses

The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global...

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• 8 meses

Taking The Temperature

In his latest memo, Howard Marks discusses five market calls he’s made during his career. He...

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• 9 meses

The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and...

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• 10 meses

The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

Oaktree Investment Risk Officer Wayne Dahl explains why economic statistics can tell conflicting...

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• 11 meses

The Insight: Conversations – Performing Credit Quarterly 1Q2023

In the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and...

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• 1 año

Lessons from Silicon Valley Bank

In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse....

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• 1 año

The Rewind: Calling The Market

Howard looks back on several memos he’s written near major turning points in the market over the...

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• 1 año

The Rewind: Ditto

Howard is joined by Bruce Flatt, CEO of Brookfield, for a discussion of Ditto, which was...

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• 1 año