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Behind the Memo - The Impact of Debt - Transcript

1 Transcript Insights Behind the Memo – The Impact of Debt with Howard Marks and Morgan Housel Anna Szymanski Hello and welcome to Behind the Memo by Howard Marks., Howard’s recent memo, The Impact of Debt, is based on a Collaborative Fund blog post that Morgan wrote, entitled How I Think About Debt., As I mentioned, Howard’s recent memo is based on a blog post that you wrote for the Collaborative Fund., I show in the memo through a series of little cartoons, that a highly leveraged capital structure cannot coexist with highly volatile assets., He says in there that one of the two outstanding characteristics of the investment universe is shortness of memory., Behind the Memo - The Impact of Debt - Transcript

Behind the Memo - On Bubble Watch - Transcript

1 Transcript Insights Behind the Memo - On Bubble Watch Harry Whitelaw Hello, and welcome to Behind the Memo with Howard Marks., And again a quote by Kindleberg- er in the memo that I think probably made a lot of us chuckle is, “There’s nothing so disturbing to well-being as to see a friend get rich.”, H a r ry So, the memo mainly addresses equity market bubbles., I’m regretting that we can’t display your probability curves on the podcast format, but I’ll direct our listeners to Howard’s asset allocation memo to see them., And of course, all Howard’s memos, all 35 years of them, can be found on the Insights section of the Oaktree website., Behind the Memo - On Bubble Watch - Transcript

Behind the Memo - Easy Money - Transcript

1 Transcript Insights Behind the Memo – Easy Money with Howard Marks and Edward Chancellor Anna Szymanski Hello and welcome to Behind the Memo with Howard Marks., Howard’s latest memo, Easy Money, was inspired by The Price of Time., As I mentioned, your most recent memo is inspired by Edward’s latest book, but this is actually your second memo to be inspired by a book of Edward’s., So to begin, can you speak about that previous memo and its relationship to this one?, So anyway, I wrote a memo called bubble.com about what I was seeing in the tech bubble., Behind the Memo - Easy Money - Transcript

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Performing Credit Quarterly 4Q2023: The Goldilocks Trap

As Howard recently noted in his memo Easy Money: Low interest rates made it: easy to run a business, with the stimulated economy growing unabated for more than a decade; easy for investors to enjoy asset appreciation; easy and cheap to lever investments; easy and cheap for businesses to obtain financing; and easy to avoid default and bankruptcy.

Performing Credit Quarterly 3Q2023: Tails, You Lose?

But, of course, such performance is only possible if managers avoid (or limit) defaults and losses, which is why we believe credit expertise, experience over multiple cycles, and risk control are essential for successful CLO managers. (5) The risk/return calculus for credit versus equity investment may be shifting We’ll give Howard the last word, with an excerpt from his recent memo Further Thoughts on Sea Change: Will asset ownership be as profitable in the years ahead as in the 2009-21 period?

Sustainability in Action – Oaktree’s Intern Class: Top Takeaways from Summer 2023

What is one of your favorite memories from your time at Oaktree?

Navigating Cycles

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