The Memo by Howard Marks

Latest investment memos on markets, strategy and business insights AI summary

Oaktree Capital Management Visit website › Business · EN · 79 episodes · latest 2026-11-11

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What it is about

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.

Publisher’s own description, taken unchanged from the podcast feed.
© 2020 Oaktree Capital

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Latest episodes

A Layman Thinks About AI

2026-11-11 · 43 min · Episode 80

In his latest memo, Howard Marks, Co-Chair of Oaktree and Chair of Brookfield's Investment Solutions Group, revisits the topic of artificial intelligence, describing it as both deeply consequential and highly…
Shall We Repeal the Laws of Economics – Part III

2026-09-22 · 27 min · Episode 79

In his latest memo, Howard Marks discusses recent attempts to rein in long-dated government bond yields. He affirms that the only sustainable solution is responding to the underlying factors pushing interest rates up,…
What's Going on in Private Credit?

2026-04-09 · 39 min · Episode 78

In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its present state. He focuses on the rise of direct lending following the Global…
Reflections on Oaktree Conference 2026 with Howard Marks

2026-03-24 · 33 min · Episode 77

In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature of mispricings, and…
AI Hurtles Ahead

2026-02-26 · 46 min · Episode 76

In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of AI, providing his observations on its essence and how it differs from previous…
Is It a Bubble?

2025-12-09 · 1 hr 7 min · Episode 75

Howard Marks's Memo "Is It a Bubble?"
Cockroaches in the Coal Mine

2025-11-06 · 24 min · Episode 74

Howard Marks's Memo "Cockroaches in the Coal Mine"
A Look Under the Hood

2025-10-28 · 29 min · Episode 73

Howard Marks's Memo, "A Look Under The Hood"
35 Years of Memos

2025-10-14 · 31 min · Episode 72

Howard Marks Celebrates 35 Years of Memos with a Fireside Chat
The Calculus of Value

2025-08-14 · 42 min · Episode 71

Howard Marks's Memo, "The Calculus of Value"

Episode details from the publisher’s feed. Playback happens at the publisher.

Publisher details

Oldest episode in feed: 10/2020 · over 6 years
Typical length: 40 min
Format: Episodic Newest first, episodes stand alone

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