306 results for "memo":
Showing 41 - 50 of 306 results
The Rewind - bubble.com
Howard looks back on his memo titled “bubble.com,” originally published on January 2, 2000, and credited with making his memo writing an “overnight success” after 10 years without a single response.
The Rewind - What Does the Market Know?
Howard reflects on this memo originally published on January 19, 2016., But he also draws on insights from his latest memo, Thinking About Macro , to consider what it means when the market does get it right.
The Rewind - On the Couch
Howard reflects on this memo originally published on January 14, 2016.
Full Return World with Howard Marks and Armen Panossian
Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to Howard’s latest memo, Further Thoughts on Sea Change, and Oaktree’s recently published Performing Credit Quarterly 3Q2023 in this crossover episode of The Insight: Conversations and Behind the Memo.
The Impact of Debt (Audio)
In his latest memo, Howard Marks examines the relationship between leverage and survivability, taking inspiration from a recent Collaborative Fund post by Morgan Housel.
Coming into Focus (Audio)
In his latest memo, Howard Marks discusses the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy actions on today’s markets; and the possible ramifications of the Fed/Treasury’s rescue efforts.
On Bubble Watch (Audio)
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.
The Folly of Certainty (Audio)
In his latest memo, Howard Marks discusses the importance of avoiding expressions of absolute certainty when operating in fields subject to randomness and human emotion, like politics, economics, and investing.
Risk Revisited Again
Also in 2006 I wrote Risk, my first memo devoted entirely to this key subject., This memo adds to what I’ve previously written on the topic., What Risk Really Means In the 2006 memo and in the book, I argued against the purported identity between volatility and risk., While writing the original memo on risk in 2006, an important thought came to me for the first time., Beginning on page 9, you’ll find a section borrowed from a memo I wrote back in 2007.
Whats Going on in Private Credit
© 2026 Oaktree Capital Management, L.P All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: What’s Going on in Private Credit?, As Armen, Bob, and Craig wrote in a recent internal memo: 6 © 2026 Oaktree Capital Management, L.P., As I wrote in my 2016 memo What Does the Market Know?, As I mentioned a year ago in my memo, Gimme Credit, whereas for a few years the most popular question has been “can we talk about private credit?”, In December 2022, I wrote a memo called Sea Change.