The Memo by Howard Marks  Por  arte de portada

The Memo by Howard Marks

De: Oaktree Capital Management
  • Resumen

  • 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.

    © 2020 Oaktree Capital
    Más Menos
activate_primeday_promo_in_buybox_DT
Episodios
  • The Insight: Conversations - Oaktree Conference 2024 Edition
    Jul 2 2024

    In a special edition of The Insight: Conversations, you’ll hear excerpts from multiple sessions held during Oaktree’s recent biannual client conference. Oaktree co-chairman Howard Marks does a deep dive into his sea change thesis, members of Oaktree’s Global Credit team examine the most significant trends impacting the high yield bond and leveraged loan markets, and Oaktree’s Opportunistic Credit team explores key themes reshaping today’s restructuring environment.

    Más Menos
    39 m
  • Bonus Episode: Howard Marks on “In Good Company”
    Jun 18 2024

    Oaktree Co-Chairman Howard Marks (https://www.linkedin.com/in/howardmarksbook/) joined the In Good Company podcast with Nicolai Tangen (https://www.linkedin.com/in/nicolai-tangen/). They discussed Howard's investment philosophy, risk management, and how to determine the quality of a decision.

    Más Menos
    41 m
  • The Impact of Debt
    May 8 2024

    In his latest memo, Howard Marks examines the relationship between leverage and survivability, taking inspiration from a recent Collaborative Fund post by Morgan Housel. Howard explains why determining the appropriate amount of leverage should be about optimization, not maximization.

    You can read the memo here (https://www.oaktreecapital.com/insights/memo/the-impact-of-debt).

    Más Menos
    16 m

Lo que los oyentes dicen sobre The Memo by Howard Marks

Calificaciones medias de los clientes
Total
  • 5 out of 5 stars
  • 5 estrellas
    9
  • 4 estrellas
    0
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0
Ejecución
  • 5 out of 5 stars
  • 5 estrellas
    7
  • 4 estrellas
    0
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0
Historia
  • 5 out of 5 stars
  • 5 estrellas
    7
  • 4 estrellas
    0
  • 3 estrellas
    0
  • 2 estrellas
    0
  • 1 estrella
    0

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Ordenar por:
Filtrar por:
  • Total
    5 out of 5 stars

Knowledge is power. Information is liberating. Edu

is always i pleasure to get the knowledge from the people who you admire.

Se ha producido un error. Vuelve a intentarlo dentro de unos minutos.

Has calificado esta reseña.

Reportaste esta reseña

  • Total
    5 out of 5 stars
  • Ejecución
    5 out of 5 stars
  • Historia
    5 out of 5 stars

The Master

Howard Marks is one of the most intelligent person in the world. We are lucky to have him as an advisor through his open letters, memos, and books. Mark has transcended the investment world and is right up there with the great minds of philosophy and history.

Se ha producido un error. Vuelve a intentarlo dentro de unos minutos.

Has calificado esta reseña.

Reportaste esta reseña

  • Total
    5 out of 5 stars
  • Ejecución
    5 out of 5 stars
  • Historia
    5 out of 5 stars

Excellent

Anything Howard Marks writes or speaks is the smartest thing I listen to most weeks. My only suggestion (request) would be that all of Howard’s memos be produced in audio format simply for the convenience. Exceptional.

Se ha producido un error. Vuelve a intentarlo dentro de unos minutos.

Has calificado esta reseña.

Reportaste esta reseña