The Memo by Howard Marks

The Rewind: You Can’t Predict. You Can Prepare.


Listen Later

Howard looks back on this memo, originally published on November 20, 2001. The title was inspired by a TV commercial tagline from that time: “It's almost a Yogi Berra type statement that makes no apparent sense on first reading, but then it turns out to be quite wise.”

You can read the memo here (https://www.oaktreecapital.com/docs/default-source/memos/2001-11-20-you-cant-predict-you-can-prepare.pdf?sfvrsn=bc00f65_2).

The memo is read by LJ Ganser.

...more
View all episodesView all episodes
Download on the App Store

The Memo by Howard MarksBy Oaktree Capital Management

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

394 ratings


More shows like The Memo by Howard Marks

View all
Masters in Business by Bloomberg

Masters in Business

2,173 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,384 Listeners

Exchanges by Goldman Sachs

Exchanges

970 Listeners

Odd Lots by Bloomberg

Odd Lots

1,858 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

931 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

792 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

208 Listeners

Excess Returns by Excess Returns

Excess Returns

81 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

350 Listeners

Behind the Balance Sheet by Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

Behind the Balance Sheet

44 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

184 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,042 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

21 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

96 Listeners