The Memo by Howard Marks

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Business #182Investing #63

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.

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Recent Reviews
  • dbbo14
    Can be at times a little dry
    The podcast is in my humble opinion is full of insight and wisdom but occasionally can be a little dry I hope to glean tidbits of valuable information for years to come
  • 0611Esti
    Masterpiece
    Howard’s missives on “Easy Money”, or “Sea Change”, for example are worth their weight in gold. Just finished his Easy Money and took 6 pages of notes. Thank you Howard
  • rscotte
    Wonderful Wisdom
    This podcast is a true gem. It unpacks the insights of a world class investor and strategist in a very intimate and relaxing way. Think of it as PhD level reflections in your pocket available anytime!
  • curryspice10
    Thank you Mr. Marks
    I enjoy this podcast so much. How lucky are we to get Mr. Marks life experience with investing, the economy and the impact of various events nationally and internationally. He does it with a calm and soothing voice. I look forward to this podcast.
  • Reza Mih
    Haward Marks Memo
    I was thinking during the weekend "will be a good idea to have HOWARD MARKS Memo by his Voice" and today I find he is doing as I thought. Thanks, HOWARD MARKS for sharing your thoughts.
  • Mike Garcia77
    Great.
    Thank you for making a podcast version of the Memos!
  • Al_24
    👍🏻
    👍🏻
  • BGIAdvisors
    One of the Best
    Marks embodies the epitome of common sense. To listen to him is to learn from 50+ years of market experience that few have. He compares and contrasts market realities with ease. I’ve read his memos for years and they have made me a better investor. No one else has his style and track record. We are long term Investors in Oaktree and he consistently makes the smart decisions.
  • sidgu99
    Measured and Informative
    Howard Marks meticulously explains his ideas on investing to educate not just his clients but anyone interested to learn about investing.
  • Loganlin
    Awesome Podcast!
    Always learning something new from Mr. Marks.
  • Isbn3578
    Thanks Howard!
    Howard Mark’s memos are a must read for all investors! Warren Buffet is reported to have said they are the first thing he reads when he gets one in his inbox. Howard’s insights come out every few months and help provide investors with a context for what is happening in the economy. Informed and second level thinkers know that his memos provide value and give one a better sense of where we are in the market cycle.
  • autumn cush
    Really great podcast
    I love Howard Marks memos, however my reading time during the week is limited as I’m in a major city and commute via car. Podcasts have become a daily staple to my drive. I’m eagerly anticipating what further episodes will bring!
  • Thissuitisblacknot
    Great to see the memos in Podcast form
    I used to read Howard’s memos on a regular basis and stopped due to time restrictions, but have more time for podcasts. Again, good to see the transition to the medium.
  • WeAllMad
    Second to Warren Buffett
    His opinion is not just helpful but more applicable to the general public, must read memo before investing
  • Conner Kloeppel
    Great investment podcast. Can’t beat it!
    Insightful!
  • Neddybear12343
    Finally!
    Really glad to see Mr. Marks’s memos in podcast form. Even though Howard does not read out these podcasts, the reader is high quality.
  • crm2730
    Finally a way to consume the memos on the go
    One of the best investors and finally a way to get the memo in audio form. Enough said.
  • Mattcoffin
    Always a great read I mean listen :)
    Very smart investor with useful insight.
  • njb2343
    Howard Marks is a must read/listen
    I’ve been reading the memos Howard sends for years. Always a lot of wisdom and humility. Can’t wait to hear more in the audio version.
  • Hggfrrghfeettb
    Howard Marks is truly amazing
    Howard Marks is simply one of the most intelligent and rational people on this earth. Hearing him speak/reading his words are gospel. Pray to the religion of Howard Marks and understand the world in way never before.
  • ride man 1000900
    On its way
    A welcome alternate medium to hear from the sage himself.
  • Hardingdavid
    Mr. Marks
    Howard is a genius- plain and simple. Thank you for this gift to society!
  • A to the C to the L
    More of this needed
    Howard Marks is a legend...upgrade your knowledge by listening to this man. From there, ponder and apply to your own strategy.
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