The Memo by Howard Marks

• What's Going on in Private Credit?
  2026-04-09 04:00:00
• Reflections on Oaktree Conference 2026 with Howard Marks
  2026-03-24 04:00:00
• AI Hurtles Ahead
  2026-02-26 05:00:00
• Is It a Bubble?
  2025-12-09 05:00:00
• Cockroaches in the Coal Mine
  2025-11-06 05:00:00
• A Look Under the Hood
  2025-10-28 14:00:00
• 35 Years of Memos
  2025-10-14 04:01:00
• The Calculus of Value
  2025-08-14 04:00:00
• More on Repealing the Laws of Economics
  2025-06-18 04:00:00
• 30 Years of Oaktree
  2025-05-06 04:00:00
• Nobody Knows (Yet Again)
  2025-04-09 18:57:14
• Gimme Credit
  2025-03-06 15:05:06
• Behind The Memo: On Bubble Watch
  2025-02-27 05:00:00
• On Bubble Watch
  2025-01-07 15:16:27
• Ruminating on Asset Allocation
  2024-10-22 13:48:30
• Shall We Repeal The Laws of Economics?
  2024-09-19 13:52:10
• Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
  2024-08-27 05:00:00
• Mr. Market Miscalculates
  2024-08-22 15:34:46
• Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
  2024-07-23 04:00:00
• The Folly of Certainty
  2024-07-17 18:04:36
• The Insight: Conversations - Oaktree Conference 2024 Edition
  2024-07-02 04:00:00
• Bonus Episode: Howard Marks on “In Good Company”
  2024-06-18 04:00:00
• The Impact of Debt
  2024-05-08 15:09:03
• The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
  2024-05-06 04:00:00
• The Indispensability of Risk
  2024-04-17 19:27:33
• The Archive: You Bet!
  2024-03-21 04:00:00
• Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
  2024-02-08 05:00:00
• Easy Money
  2024-01-09 16:36:30
• The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
  2024-01-04 05:00:00
• The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
  2023-12-06 14:55:49
• The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian
  2023-11-02 04:00:00
• Further Thoughts on "Sea Change"
  2023-10-11 14:37:12
• The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
  2023-10-05 04:02:00
• Behind The Memo: Fewer Losers, or More Winners?
  2023-09-20 04:00:00
• Fewer Losers, or More Winners?
  2023-09-12 14:56:48
• The Insight: Conversations – European Credit at a Turning Point
  2023-09-08 18:19:10
• The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
  2023-08-08 04:00:00
• Taking The Temperature
  2023-07-10 13:58:24
• The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
  2023-06-27 04:00:00
• The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
  2023-05-25 04:00:00
• The Insight: Conversations – Performing Credit Quarterly 1Q2023
  2023-04-20 14:15:36
• Lessons from Silicon Valley Bank
  2023-04-17 16:51:46
• The Rewind: Calling The Market
  2023-03-07 07:01:00
• The Rewind: Ditto
  2023-02-02 05:00:00
• Behind The Memo: Sea Change
  2023-01-05 05:00:00
• Sea Change
  2022-12-13 16:09:16
• Behind The Memo: What Really Matters?
  2022-12-06 05:00:00
• What Really Matters?
  2022-11-22 18:14:29
• The Rewind: Global Financial Crisis
  2022-10-13 04:00:00
• Behind The Memo: The Illusion of Knowledge
  2022-09-13 04:00:00
• The Illusion of Knowledge
  2022-09-08 19:32:33
• Behind The Memo: I Beg To Differ
  2022-08-04 04:00:00
• I Beg To Differ
  2022-07-26 14:02:23
• The Rewind: Something of Value
  2022-06-16 04:00:00
• Behind The Memo: Bull Market Rhymes
  2022-06-02 04:00:00
• Bull Market Rhymes
  2022-05-26 14:02:41
• The Rewind: Lines in the Sand
  2022-04-28 04:00:00
• Behind The Memo: The Pendulum in International Affairs
  2022-03-31 04:00:00
• The Pendulum in International Affairs
  2022-03-23 16:22:00
• The Rewind: It’s All a Big Mistake
  2022-02-24 05:00:00
• Introducing "Behind The Memo": Selling Out
  2022-01-21 05:00:00
• Selling Out
  2022-01-13 23:08:53
• The Rewind: Uncertainty
  2021-12-20 05:00:00
• The Winds of Change
  2021-11-30 05:00:00
• The Rewind: What Does The Market Know?
  2021-10-07 04:00:00
• The Rewind: On The Couch
  2021-09-30 04:00:00
• The Rewind: Us and Them
  2021-08-26 04:00:00
• Thinking About Macro
  2021-07-30 17:15:03
• The Rewind: It Is What It Is
  2021-06-24 04:00:00
• The Rewind: Dare to Be Great II
  2021-05-05 04:00:00
• The Rewind: Dare to Be Great
  2021-04-29 04:00:00
• 2020 in Review
  2021-03-19 04:00:00
• The Rewind: You Can’t Predict. You Can Prepare.
  2021-02-24 05:00:00
• Something of Value
  2021-01-14 21:59:53
• The Rewind: bubble.com
  2020-12-21 05:00:00
• Introducing “The Rewind”: The Route To Performance
  2020-11-30 05:00:00
• Coming Into Focus
  2020-10-19 04:00:00