The Memo by Howard Marks
Claim This Podcastby Oaktree Capital Management
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Podcast Overview
<p>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.</p>
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Publishing Since
10/19/2020
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Recent Episodes
April 9, 2026
What's Going on in Private Credit?
Howard Marks explores the evolution and current state of private credit, detailing the rise of direct lending and its future connection to private equity performance.
March 24, 2026
Reflections on Oaktree Conference 2026 with Howard Marks
Howard Marks shares his insights on credit markets, mispricings, and leadership from Oaktree's client conference in this interview.
February 26, 2026
AI Hurtles Ahead
Howard Marks shares his insights on AI's transformative power, limitations, and investment implications, distinguishing it from past technological shifts.
77 total episodes available with 28 transcripts
Recent guests on The Memo by Howard Marks
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Bruce Karsh
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Sheldon Stone
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Morgan Housel
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Maurice Ashley
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- What is The Memo by Howard Marks?
<p>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.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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