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The Memo by Howard Marks Podcast Transcripts

Oaktree Capital Management · 78 episodes with transcripts

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.

Spoken has transcripts of 78 The Memo by Howard Marks episodes, with the speakers named. The newest listed here is from September 22, 2026.

InvestingBusinessManagement

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Latest The Memo by Howard Marks transcripts

Shall We Repeal the Laws of Economics – Part III

September 22, 2026

Howard Marks (0:06)

This is The Memo by Howard Marks.

Shall We Repeal the Laws of Economics? Part 3 In September 2024 and June 2025, I wrote memos that were critical of government's attempts to override the laws of economics, based on my conviction that trying to do so is likely to prove ineffective and potentially harmful. Economies are naturally functioning…

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