351 results for "Howard Marks":
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March 2024 Edition Roundup
Emerging Markets Equities: Piling On The current market narrative about the “uninvestability” of China reminds us of a recent comment from our co-chairman Howard Marks: “If you have two piles of assets – one with things that everyone loves, that are priced well and performing well, and the other with assets that everyone dislikes, that have poor price performance and are believed to be trou- bled – you have to ask yourself where will you find the best opportunities?”, Oaktree Co-Chairman Howard Marks discussed this view in detail in his recent memo, Easy Money. 4.
Economic Reality
All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Economic Reality Addendum, June 13: There’s been a lot of response since the memo that follows was originally published on May 26., In “The Limits to Negativism” (October 2008), I discussed the fact that in Weimar Germany, the government took the 1,000 mark note and over-stamped it “One Million Marks.”, It’s hard to believe, but according to Wikipedia (user-maintained and perhaps not always the most authoritative): In December 1923 the exchange rate was 4,200,000,000,000 Marks to 1 U.S., One of the firms printing these [new 100 trillion Mark] notes submitted an invoice for 32,776,899,763,734,490,417.05 (3.28 x 10 19 , or 33 quintillion) Marks., That was the motivation behind Germany’s hyperinflation in the 1920s – to make it easier to cover expenses and debts denominated in Marks
Oaktree Capital Management
(Audio) Listen Market Commentary Mar 24, 2026 Reflections on Oaktree Conference 2026 with Howard Marks Listen memos Feb 26, 2026 AI Hurtles Ahead Read memos Feb 26, 2026 AI Hurtles Ahead (Audio) Listen View All Press View All Aug 3, 2026 Brookfield Completes Acquisition of Oaktree Read Jul 21, 2026 Bloomberg: Credit is Pricing in Resiliency – Oaktree's Poli Watch, Jul 15, 2026 My First Million Podcast: Howard Marks – 80 Years of Investing Wisdom in 46 Minutes Watch Follow Us View All Oaktree Capital Management: Global investment firm specializing in alternative investments, delivering superior risk-adjusted returns with a value-oriented approach.
The Best of. . .
Memo to: Oaktree Clients From: Howard Marks Memo to: Oaktree Clients From: Howard Marks Re: The Best of . . ., July 16, 2007 2007 Oaktree Capital Management, L.P. 13 All Rights Reserved © Memo to: OaktreeClients From: Howard Marks Re: It’s All Good . . ., January 14, 2016 2016 Oaktree Capital Management, L.P. 15 All Rights Reserved © Memo to: Oaktree Clients From: Howard Marks Re: What Does the Market Know?, June 12, 2019 2019 Oaktree Capital Management, L.P. 12 All Rights Reserved © Memo to: Oaktree Clients From: Howard Marks Re: You Bet!, September 8, 2022 2022 Oaktree Capital Management, L.P. 14 All Rights Reserved © Memo to: Oaktree Clients From: Howard Marks Re: What Really Matters?
The Complete Collection
1990 – 2025 Memo to: Oaktree Clients From: Howard Marks December 31, 2025 Memo to: Oaktree Clients From: Howard Marks Re: The Complete Collection This anthology represents the collation of all my public memos, from the first one in 1990 to the latest as of the date of publication., May 31, 2002 2002 Oaktree Capital Management, L.P. 11 All Rights Reserved Memo to: OaktreeClients From: Howard Marks Re:Quo V a d i s ?, “The story from Howard Marks is ‘it’s time to get out.’ ” 2., This was epitomized by the TV commentator who reported, “Howard Marks says it’s time to get out.”, July 17, 2024 2024 Oaktree Capital Management, L.P. 5 All Rights Reserved Memo to: Oaktree Clients From: Howard Marks Re: Mr.
What’s Oaktree Listening to? Top 10 Podcast Recommendations
The first episode will feature a discussion between Armen Panossian, Oaktree's Head of Performing Credit, and our Co-Chairman Howard Marks., Masters in Business Armen Panossian Head of Performing Credit Barry Ritholtz's podcast features in-depth discussions with leading figures from the worlds of business and investment, including our own Howard Marks.
December 2024 Edition Roundup
In a recent interview, Howard Marks reminded us that “probably 98% of the things Trump will do can’t be predicted, and even the consequences of the things we know he’ll do probably can’t be predicted.”
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2025 Edition
Plus, we’ve included an excerpt from Howard Marks’s latest memo. 1 Market Outlook:Worrisome Equity Valuations Howard Marks Co-Chairman A bit over half of the S&P 500’s jaw-dropping 58% two-year total return in 2023-24 was attributable to the spectacular performance of just seven stocks, those of the so-called “Magnificent Seven” – Apple, Microsoft, Alphabet (parent company of Google), Amazon, Meta Platforms (parent company of Facebook), Nvidia, and Tesla.2 These are great companies – some are the best companies ever – and these seven stocks have grown to represent a startling one-third of the total market value of the 500-stock index.
Transcript - The Insight Conversations - Recalibration
Danielle Our co-chairman, Howard Marks has offered his wisdom on the question by suggesting each investor establish their own appropriate normal risk posture., Seriously though, I’ll quote Howard Marks on this one.
Transcript - The Insight Conversations - March Roundup
There’s clearly some great entry points out there and buying well, as Howard Marks would tell us is crucial., I think what a lot of LPs are concerned about and rightly so, is that funds that have decent marks today, 2 0 p l u s p e r c e n t I R R m a r k s , b u t t h e y h a v e g o t 1 0 t o 2 0 % D P I ., When the DPI finally comes in, it will not look anything like the marks., And I think that’s a realistic fear given where things are marked today, and I think how long it will take for those marks to become realized in a lot of cases that IRR will not be in that same zip code as it is today when people come in.