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- The Memo by Howard Marks
The Memo by Howard Marks
Investment professionals, fund managers, institutional investors, and corporate leaders.
- Est. audience
- 56,000
- Apple rating
- 4.7 from 431
- Cadence
- Monthly
- Latest
- 2026-09-22
- By
- Oaktree Capital Management
- Based on
- 12 recent episodes
- Covers: Investment strategy, macroeconomic trends, credit markets, valuation principles, market risk assessment, and business leadership insights.
- For: Investment professionals, fund managers, institutional investors, and corporate leaders.
- Best for: Finance professionals seeking high-level perspectives on market cycles and investment management strategy.
- Skip if: Retail day traders looking for short-term stock tips or personal budgeting advice.
Start with
- What's Going on in Private Credit?: Explains the evolution, growth drivers, and risks associated with rapid direct lending expansion.
- AI Hurtles Ahead: Analyzes the technological power, operational limitations, and business implications of artificial intelligence.
- A Look Under the Hood: Explores determining risk posture, choosing investment approaches, and assessing performance for institutional funds.
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Summarised by AI from 12 recent episodes. Audience estimate and Apple rating from Podscan, checked 2026-11-03; treat the estimate as a guide and ask the show for its own numbers. Prices are not included. Report a mistake.