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The Memo by Howard Marks: Daily Summaries Delivered
by 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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- Sep 22, 202627 min
Shall We Repeal the Laws of Economics – Part III
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, even if politically uncomfortable. Any other method simply represents an attempt to override the laws of economics – and that never works.
- Apr 9, 202638 min
What's Going on in Private Credit?
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 Financial Crisis, identifying the reasons for its fast growth but also the issues created by rapid capital deployment. Looking ahead, he describes the entwined fates of direct lending and private equity, with the performance of private equity portfolio companies being a key determiner of the future success of direct loans.You can read the memo here (https://www.oaktreecapital.com/insights/memo/whats-going-on-in-private-credit).This episode uses an AI reader.
- Mar 24, 202632 min
Reflections on Oaktree Conference 2026 with Howard Marks
- Feb 26, 202646 min
AI Hurtles Ahead
- Dec 9, 20251h 6m
Is It a Bubble?
- Nov 6, 202524 min
Cockroaches in the Coal Mine
- Oct 28, 202528 min
A Look Under the Hood
- Oct 14, 202530 min
35 Years of Memos
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About 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.
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