The Memo by Howard Marks
Een podcast door Oaktree Capital Management
67 Afleveringen
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The Illusion of Knowledge
Gepubliceerd: 8-9-2022 -
Behind the Memo: I Beg To Differ
Gepubliceerd: 4-8-2022 -
I Beg To Differ
Gepubliceerd: 26-7-2022 -
The Rewind: Something of Value
Gepubliceerd: 16-6-2022 -
Behind the Memo: Bull Market Rhymes
Gepubliceerd: 2-6-2022 -
Bull Market Rhymes
Gepubliceerd: 26-5-2022 -
The Rewind: Lines in the Sand
Gepubliceerd: 28-4-2022 -
Behind the Memo: The Pendulum in International Affairs
Gepubliceerd: 31-3-2022 -
The Pendulum in International Affairs
Gepubliceerd: 23-3-2022 -
The Rewind: It’s All a Big Mistake
Gepubliceerd: 24-2-2022 -
Introducing "Behind The Memo": Selling Out
Gepubliceerd: 21-1-2022 -
Selling Out
Gepubliceerd: 13-1-2022 -
The Rewind: Uncertainty
Gepubliceerd: 20-12-2021 -
The Winds of Change
Gepubliceerd: 30-11-2021 -
The Rewind: What Does The Market Know?
Gepubliceerd: 7-10-2021 -
The Rewind: On The Couch
Gepubliceerd: 30-9-2021 -
The Rewind: Us and Them
Gepubliceerd: 26-8-2021 -
Thinking About Macro
Gepubliceerd: 30-7-2021 -
The Rewind: It Is What It Is
Gepubliceerd: 24-6-2021 -
The Rewind: Dare to Be Great II
Gepubliceerd: 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.
