Behind the Memo: What Really Matters?
The Memo by Howard Marks6 Des 2022

Behind the Memo: What Really Matters?

In the latest episode of Behind the Memo, Howard discusses his most recent memo, What Really Matters?, and looks back on a year of memo-writing. He considers the themes that have dominated his thinking in 2022 and highlights his key messages for investors, including one they may not want to hear.

You can listen to What Really Matters? in the prior episode or read it here (https://www.oaktreecapital.com/insights/memo/what-really-matters).

Episoder(74)

Introducing “The Rewind”: The Route To Performance

Introducing “The Rewind”: The Route To Performance

Today we debut a new series, “The Rewind,” in which Howard looks back on some of his memos over the years, discusses their origin and considers their relevance in today’s financial environment. We sta...

30 Nov 202019min

Coming Into Focus

Coming Into Focus

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 ramif...

19 Okt 20201h

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