The Memo by Howard Marks

Oaktree Capital Management

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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The Memo by Howard Marks

Episodes (76)

Mar 24th Reflections on Oaktree Conference 2026 with Howard Marks
Feb 26th AI Hurtles Ahead
Dec 9, 2025 Is It a Bubble?

The Memo by Howard Marks

Mar 24, 2026
34¾ minutes
30 MB

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 the importance of leadership.

The Memo by Howard Marks

Reflections on Oaktree Conference 2026 with Howard Marks

Oaktree Capital Management

00:00 -32:55