Sign up to save your podcasts
Or
Share Behind the Memo: What Really Matters?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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).
View all episodes
By Oaktree Capital Management
4.8
410410 ratings
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).
More shows like The Memo by Howard Marks
View all
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
3,339 Listeners
Exchanges
970 Listeners
Macro Voices
3,075 Listeners
Masters in Business
2,201 Listeners
Odd Lots
1,967 Listeners
Invest Like the Best with Patrick O'Shaughnessy
2,354 Listeners
The Meb Faber Show - Better Investing
948 Listeners
Capital Allocators – Inside the Institutional Investment Industry
797 Listeners
Value Investing with Legends
210 Listeners
Thoughts on the Market
1,302 Listeners
Excess Returns
90 Listeners
Business Breakdowns
347 Listeners
In Good Company with Nicolai Tangen
188 Listeners
The Markets
80 Listeners
BG2Pod with Brad Gerstner and Bill Gurley
491 Listeners