business
Hosted by Oaktree Capital Management · business · EN
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.
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Booking probability
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Guest openness
Selective
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Signup to Generate a PitchOn 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.
The Memo by Howard Marks is hosted by Oaktree Capital Management. The show has published 78 episodes to date.
Recent episodes include "Shall We Repeal the Laws of Economics, Part III" (22 September 2026, 27 minutes), "What's Going on in Private Credit?" (9 April 2026, 39 minutes), and "Reflections on Oaktree Conference 2026 with Howard Marks" (24 March 2026, 33 minutes).
The Memo by Howard Marks publishes roughly monthly, with episodes averaging 35 minutes across 78 episodes.
Booking probability for The Memo by Howard Marks is 34%, and the host is rated Selective on guests. The Memo by Howard Marks requires a Pod Score of 80 or higher. The Memo by Howard Marks's contact route on record: verified email.
The strongest fits for The Memo by Howard Marks are Investing & Wealth Management and Investment Banking & Trading. The Memo by Howard Marks has a business audience.
Oaktree Capital Management hosts The Memo by Howard Marks, a business podcast with 78 episodes published.
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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...
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...
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...
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...
Episode #75
In his latest memo, Howard Marks addresses the much-asked question, “Is there a bubble in AI?” He identifies the uncertainty associated with AI investments and the conspicuous parallels to previous bubbles, while also...
Episode #74
In his latest memo, Howard Marks examines the recent string of well-publicized credit problems. He considers how they serve as a reminder that the yield premium offered by sub-investment grade credit isn’t a freebie...
Episode #73
In his latest memo, Howard Marks offers observations based on his meeting with the board, consultant, and senior staff of a state pension fund. Howard explores the key topics covered during the session, including...
Episode #72
To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to an excerpt from the conversation to hear Howard discuss why he started writing and why he’s...
Episode #71
In his latest memo, Howard Marks sets forth the essence of value and price, as well as the critical relationship between the two. He posits that value exerts a ‘‘magnetic’’ influence on price, meaning the...
Episode #70
In his latest memo, Howard Marks discusses the implications of governmental intervention in economies. Considering examples such as rent control, fire insurance, and tariffs, he emphasizes that while free markets don’t...
Episode #69
In celebration of Oaktree’s 30th anniversary on April 10, 2025, cofounders Howard Marks (Co-Chairman), Bruce Karsh (Co-Chairman and Chief Investment Officer), and Sheldon Stone (Principal and Co-Portfolio Manager, High...
Episode #68
In his latest memo, Howard discusses how the recent events surrounding tariffs can have a seismic but unpredictable impact on the global economy. Seismic in that they reflect a fundamental undoing of longstanding...
Episode #67
In his latest memo, Howard addresses a common question he’s been receiving over the last few months: “What about credit spreads?” He explains that the key question should be whether today’s spread is sufficient to...
Episode #66
In the latest episode of Behind the Memo , Howard discusses his recent memo, On Bubble Watch, which revisits a subject he first wrote about 25 years ago. He delves into the investor psychology that underpins a market...
Episode #65
On January 2, 2000, Howard Marks published his first memo to garner any reader response, bubble.com , calling attention to excesses he detected in the market for tech and internet stocks. His newest memo revisits the...
Episode #64
In his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target. He describes the fundamental differences between ownership and debt, as well as the...
Episode #63
In his latest memo, Howard Marks discusses the economic facts of life, as he examines the workings of free markets and what happens when they’re tampered with. He considers what “price-gouging” actually means and how...
Episode #62
In this special episode of Behind the Memo, Howard Marks is joined by Morgan Housel, the bestselling author and partner at the Collaborative Fund. They discuss ideas from Howard’s recent memo “The Impact of Debt,” which...
Episode #61
In his latest memo, Howard Marks discusses the reasons for the recent market volatility using one of finance’s classic metaphors: Mr. Market, the figure Benjamin Graham created in 1949 to explain the erratic nature of...
Episode #60
In this episode of Behind the Memo, Howard Marks is joined by two special guests: Oaktree cofounder Bruce Karsh and the chess Grandmaster Maurice Ashley. In a wide-ranging conversation, they discuss Howard’s recent...
Recent guests on The Memo by Howard Marks. Study who booked and why before you pitch.
Technologist Extraordinary and Plenipotentiary, Oaktree Capital Management
author of The Psychology of Money, The Collaborative Fund
incoming co-CEO and Head of Performing Credit, Oaktree Capital Management
head of the machine learning strategy team in the Office of the CTO, Globe *Global Credit* (assumed based on role)
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