The Memo by Howard Marks

Episodes:

• AI Hurtles Ahead 2026-02-26 13:00:00
• Is It a Bubble? 2025-12-09 13:00:00
• Cockroaches in the Coal Mine 2025-11-06 13:00:00
• A Look Under the Hood 2025-10-28 22:00:00
• 35 Years of Memos 2025-10-14 12:01:00
• The Calculus of Value 2025-08-14 12:00:00
• More on Repealing the Laws of Economics 2025-06-18 12:00:00
• 30 Years of Oaktree 2025-05-06 12:00:00
• Nobody Knows (Yet Again) 2025-04-10 02:57:14
• Gimme Credit 2025-03-06 23:05:06
• Behind The Memo: On Bubble Watch 2025-02-27 13:00:00
• On Bubble Watch 2025-01-07 23:16:27
• Ruminating on Asset Allocation 2024-10-22 21:48:30
• Shall We Repeal The Laws of Economics? 2024-09-19 21:52:10
• Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel 2024-08-27 13:00:00
• Mr. Market Miscalculates 2024-08-22 23:34:46
• Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley 2024-07-23 12:00:00
• The Folly of Certainty 2024-07-18 02:04:36
• The Insight: Conversations - Oaktree Conference 2024 Edition 2024-07-02 12:00:00
• Bonus Episode: Howard Marks on “In Good Company” 2024-06-18 12:00:00
• The Impact of Debt 2024-05-08 23:09:03
• The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg 2024-05-06 12:00:00
• The Indispensability of Risk 2024-04-18 03:27:33
• The Archive: You Bet! 2024-03-21 12:00:00
• Behind the Memo: Easy Money with Howard Marks and Edward Chancellor 2024-02-08 13:00:00
• Easy Money 2024-01-10 00:36:30
• The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar 2024-01-04 13:00:00
• The Insight: Conversations – Special Episode with Annie Duke and Howard Marks 2023-12-06 22:55:49
• The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian 2023-11-02 12:00:00
• Further Thoughts on "Sea Change" 2023-10-11 22:37:12
• The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs 2023-10-05 12:02:00
• Behind The Memo: Fewer Losers, or More Winners? 2023-09-20 12:00:00
• Fewer Losers, or More Winners? 2023-09-12 22:56:48
• The Insight: Conversations – European Credit at a Turning Point 2023-09-09 02:19:10
• The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina 2023-08-08 12:00:00
• Taking The Temperature 2023-07-10 21:58:24
• The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg 2023-06-27 12:00:00
• The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl 2023-05-25 12:00:00
• The Insight: Conversations – Performing Credit Quarterly 1Q2023 2023-04-20 22:15:36
• Lessons from Silicon Valley Bank 2023-04-18 00:51:46
• The Rewind: Calling The Market 2023-03-07 15:01:00
• The Rewind: Ditto 2023-02-02 13:00:00
• Behind The Memo: Sea Change 2023-01-05 13:00:00
• Sea Change 2022-12-14 00:09:16
• Behind The Memo: What Really Matters? 2022-12-06 13:00:00
• What Really Matters? 2022-11-23 02:14:29
• The Rewind: Global Financial Crisis 2022-10-13 12:00:00
• Behind The Memo: The Illusion of Knowledge 2022-09-13 12:00:00
• The Illusion of Knowledge 2022-09-09 03:32:33
• Behind The Memo: I Beg To Differ 2022-08-04 12:00:00
• I Beg To Differ 2022-07-26 22:02:23
• The Rewind: Something of Value 2022-06-16 12:00:00
• Behind The Memo: Bull Market Rhymes 2022-06-02 12:00:00
• Bull Market Rhymes 2022-05-26 22:02:41
• The Rewind: Lines in the Sand 2022-04-28 12:00:00
• Behind The Memo: The Pendulum in International Affairs 2022-03-31 12:00:00
• The Pendulum in International Affairs 2022-03-24 00:22:00
• The Rewind: It’s All a Big Mistake 2022-02-24 13:00:00
• Introducing "Behind The Memo": Selling Out 2022-01-21 13:00:00
• Selling Out 2022-01-14 07:08:53
• The Rewind: Uncertainty 2021-12-20 13:00:00
• The Winds of Change 2021-11-30 13:00:00
• The Rewind: What Does The Market Know? 2021-10-07 12:00:00
• The Rewind: On The Couch 2021-09-30 12:00:00
• The Rewind: Us and Them 2021-08-26 12:00:00
• Thinking About Macro 2021-07-31 01:15:03
• The Rewind: It Is What It Is 2021-06-24 12:00:00
• The Rewind: Dare to Be Great II 2021-05-05 12:00:00
• The Rewind: Dare to Be Great 2021-04-29 12:00:00
• 2020 in Review 2021-03-19 12:00:00
• The Rewind: You Can’t Predict. You Can Prepare. 2021-02-24 13:00:00
• Something of Value 2021-01-15 05:59:53
• The Rewind: bubble.com 2020-12-21 13:00:00
• Introducing “The Rewind”: The Route To Performance 2020-11-30 13:00:00
• Coming Into Focus 2020-10-19 12:00:00