Podcaster
Episoden
07.01.2025
35 Minuten
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 subject of bubbles. Howard e...
22.10.2024
27 Minuten
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 importance of finding the combination o...
19.09.2024
55 Minuten
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 rents should be set. He
u...
27.08.2024
39 Minuten
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 was inspired by Morgan’s...
22.08.2024
26 Minuten
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 financial markets. Howard...
Über diesen Podcast
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.
Abonnenten
Barsinghausen
"On Bubble Watch"
"The Memo by Howard Marks"
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