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 ramifications of the Fed/Treasury’s rescue efforts. (October 13, 2020)The memo is read by LJ Ganser.

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 ramifications of the Fed/Treasury’s rescue efforts. (October 13, 2020) The memo is read by LJ Ganser.

In his latest memo, Howard Marks discusses the unusual characteristics of this year’s economy;&nbsp;the impact of Covid-related monetary and fiscal policy actions on today’s markets; and the possible ramifications of the Fed/Treasury’s rescue efforts.&nbsp;(October 13, 2020)The memo is read by LJ Ganser.

Coming Into Focus

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.

Business

Investing

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.

Share Coming Into Focus

Sign up to save your podcasts

Coming Into Focus

Coming Into Focus

More shows like The Memo by Howard Marks

Masters in Business

We Study Billionaires - The Investor’s Podcast Network

Goldman Sachs Exchanges

Odd Lots

The Meb Faber Show - Better Investing

Invest Like the Best with Patrick O'Shaughnessy

Grant’s Current Yield Podcast

Capital Allocators – Inside the Institutional Investment Industry

The Acquirers Podcast

Thoughts on the Market

Business Breakdowns

The View From Apollo

In Good Company with Nicolai Tangen

The Morgan Housel Podcast

The Insight by Oaktree Capital