The Memo by Howard Marks
Oaktree Capital Management
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.
Top mentioned books
Here are the most frequently recommended books on The Memo by Howard Marks podcast:
#1 Mentioned in 2 episodes
Mastering the market cycle
Getting the Odds on Your Side
Howard Marks
#2 Mentioned in 2 episodes
Fooled by randomness
the hidden role of chance in life and in the markets
Nassim Nicholas Taleb
#3 Mentioned in 2 episodes
The intelligent investor
Jason Zweig
Benjamin Graham
#4 Mentioned in 1 episodes
Pioneering portfolio management
An Unconventional Approach to Institutional Investment, Fully Revised and Updated
David Swensen
#5 Mentioned in 1 episodes
Manias, Panics, and Crashes
A History of Financial Crises
Charles P. Kindleberger
Robert Z. Aliber
Robert McCauley
#6 Mentioned in 1 episodes
The most important thing
Jean Ure
#7 Mentioned in 1 episodes
A short history of financial euphoria
John Kenneth Galbraith
#8 Mentioned in 1 episodes
The Great Depression, A Diary
Benjamin Roth
#9 Mentioned in 1 episodes
The great crash, 1929
John Kenneth Galbraith
#10 Mentioned in 1 episodes
Lo Mas Importante
The Most Important Thing
Howard Marks
#11 Mentioned in 1 episodes
Devil take the hindmost
A History of Financial Speculation
Edward Chancellor
#12 Mentioned in 1 episodes
Animal Farm
George Orwell
#13 Mentioned in 1 episodes
The Price of Time
The Real Story of Interest
Edward Chancellor
#14 Mentioned in 1 episodes
The Psychology of Money
Timeless Lessons on Wealth, Greed, and Happiness
Morgan Housel
