The Memo by Howard Marks
Ein Podcast von Oaktree Capital Management
67 Folgen
-
The Illusion of Knowledge
Vom: 8.9.2022 -
Behind the Memo: I Beg To Differ
Vom: 4.8.2022 -
I Beg To Differ
Vom: 26.7.2022 -
The Rewind: Something of Value
Vom: 16.6.2022 -
Behind the Memo: Bull Market Rhymes
Vom: 2.6.2022 -
Bull Market Rhymes
Vom: 26.5.2022 -
The Rewind: Lines in the Sand
Vom: 28.4.2022 -
Behind the Memo: The Pendulum in International Affairs
Vom: 31.3.2022 -
The Pendulum in International Affairs
Vom: 23.3.2022 -
The Rewind: It’s All a Big Mistake
Vom: 24.2.2022 -
Introducing "Behind The Memo": Selling Out
Vom: 21.1.2022 -
Selling Out
Vom: 13.1.2022 -
The Rewind: Uncertainty
Vom: 20.12.2021 -
The Winds of Change
Vom: 30.11.2021 -
The Rewind: What Does The Market Know?
Vom: 7.10.2021 -
The Rewind: On The Couch
Vom: 30.9.2021 -
The Rewind: Us and Them
Vom: 26.8.2021 -
Thinking About Macro
Vom: 30.7.2021 -
The Rewind: It Is What It Is
Vom: 24.6.2021 -
The Rewind: Dare to Be Great II
Vom: 5.5.2021
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.
