The Memo by Howard Marks
The Memo by Howard Marks Podcast
1) AI Hurtles Ahead
In his latest memo ā occasioned by massive changes he cites in just the 11 weeks since the last one āĀ Howard MarksĀ revisits the subject of AI, providing his observations on its essence and how it diff...Show More
2) Is It a Bubble?
Howard Marks's Memo "Is It a Bubble?"
3) Cockroaches in the Coal Mine
Howard Marks's Memo "Cockroaches in the Coal Mine"
4) A Look Under the Hood
Howard Marks's Memo, "A Look Under The Hood"
5) 35 Years of Memos
Howard Marks Celebrates 35 Years of Memos with a Fireside Chat
6) The Calculus of Value
Howard Marks's Memo, "The Calculus of Value"
7) More on Repealing the Laws of Economics
Howard Marks's Memo, "More on Repealing the Laws of Economics"
8) 30 Years of Oaktree
Oaktree's cofounders - Howard Marks, Bruce Karsh, and Sheldon Stone - share stories about the firm's origins
9) Nobody Knows (Yet Again)
Howard Marks's Memo "Nobody Knows (Yet Again)"
10) Gimme Credit
Howard Marks's Memo "Gimme Credit"