Oaktree Capital Management
The Memo by Howard Marks
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.
Podcast'in sitesini ziyaret etmeyi ve yapımcısını desteklemeyi unutma: art19.com
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Bölümler
The Rewind: bubble.com 21.12.2020 52:44
Howard looks back on his memo titled “bubble.com,” originally published on January 2, 2000, and credited with making his memo writing an “overnight success” after 10 years without a single response. To view the referenced graphics, see the original memo here ( https://www.oaktreecapital.com/docs/default-source/memos/2000-01-02-bubble.pdf?sfvrsn=37bc0f65_2 ). The memo is...
Introducing “The Rewind”: The Route To Performance 30.11.2020 19:16
Today we debut a new series, “The Rewind,” in which Howard looks back on some of his memos over the years, discusses their origin and considers their relevance in today’s financial environment. We start with his very first memo, “The Route To Performance,” originally published on October 12, 1990. The memo is read by LJ Ganser.
Coming Into Focus 19.10.2020 1:00:13
In his latest memo, Howard Marks discusses the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy actions on today’s markets; and the possible ramifications of the Fed/Treasury’s rescue efforts. (October 13, 2020) The memo is read by LJ Ganser.
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