The Memo by Howard Marks
The Memo by Howard Marks Podcast
1) The Calculus of Value
Howard Marks's Memo, "The Calculus of Value"
2) More on Repealing the Laws of Economics
Howard Marks's Memo, "More on Repealing the Laws of Economics"
3) 30 Years of Oaktree
Oaktree's cofounders - Howard Marks, Bruce Karsh, and Sheldon Stone - share stories about the firm's origins
4) Nobody Knows (Yet Again)
Howard Marks's Memo "Nobody Knows (Yet Again)"
5) Gimme Credit
Howard Marks's Memo "Gimme Credit"
6) Behind The Memo: On Bubble Watch
Howard Marks Discusses "On Bubble Watch"
7) On Bubble Watch
Howard Marks's Memo "On Bubble Watch"
8) Ruminating on Asset Allocation
Howard Marks's Memo "Ruminating on Asset Allocation"
9) Shall We Repeal The Laws of Economics?
Howard Marks's Memo "Shall We Repeal The Laws of Economics"
10) Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
Oaktree's Howard Marks and Author Morgan Housel Discuss "The Impact of Debt"