347 results for "Howard Marks":

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Behind the Memo - The Indispensability of Risk - Transcript

 1 Transcript Insights Behind the Memo – The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley Anna Szymanski Hello, and welcome to Behind the Memo by Howard Marks., Maurice, Bruce, Howard, thanks so much for joining me., Howard Marks Great to be here, Anna., Howard Ye a h ., Thanks, Howard.
Walking into the Unknown_Transcript

 1 Transcript Insights The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar Anna Hello and welcome to the Insight by Oaktree Capital., I’m Anna Szymanski, and today I’ll be having conversations with three Oaktree thought leaders, including co-chairman, Howard Marks., Howard Ye s ., Howard This has been another year like the last 54., And I had this conversation with Howard Marks the other day where I said, “We l l , w h a t d o e s i t m e a n w h e n y o u h a v e a fi r s t l i e n a n d a s t r u c t u r e w h e r e t h e w h o l e s t r u c t u r e i s fi r s t l i e n ?
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.”
Real Estate Debt - Seizing the Opportunity

Oaktree co-chairman Howard Marks has written that he thinks it’s likely that the fed funds rate will average 3.0-3.5% over the next decade, a stark contrast to the near-zero rates seen in the decade leading up to 2022. 1 According to the August report, Core CPI held steady at 3.2%, while headline inflation fell to 2.5%, its lowest level in three years. 2 Employment data provided a mixed picture, with the unemployment rate slightly down to 4.2% from 4.3% and a modest increase of 142,000 jobs added in August.
Volatility Ahead

I’m Anna Szymanski, Oaktree’s senior financial writer, and today I’m in Los Angeles at Oaktree’s client conference, where I’ll be having three discussions with Oaktree leaders: co-chair- man Howard Marks, co-CEO Armen Panossian, and head of liquid performing credit, David Rosenberg., Anna So, Howard, as we try to make sense of this current moment in markets, I am struck by something that you said in a recent note to clients., Howard We h a d a l l t h e s e e v e n t s e s s e n t i a l l y i n 2 0 2 0 , w h i c h a ff e c t e d t h e e c o n o m y, b u t w h i c h w e r e n o t e c o n o m i c ., And in an earlier conversation I had with Howard, he was talking about how people keep telling him that there’s so much uncertainty right now, it’s just an unusually uncertain moment., I’m curious with every- thing you’re saying here and all the uncertainty that you and earlier Howard talked about, what are the opportunities that this is also creating for investors?
Latest Update

All Rights Reserved Follow us: Memo to: Oaktree Clients Only From: Howard Marks Re: Latest Update I’m going to do all I can to provide information and views throughout this crisis, albeit perhaps without the kind of narrative or literary flourish I usually try for.
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.
The Roundup December 2025 Edition

Plus, we’ve included an excerpt from one of Howard Marks’s recent memos., The Roundup Top Ta ke aways from Oaktree’s Quarterly Letters Insights Howard Marks Co-Chairman Insights 2 2.
Dispersion

As Howard Marks recently wrote, the next phase is set to be more “interesting.”
The Roundup: Top Takeaways From Oaktree’s Quarterly Letters - 4Q2022

The investment world may be experiencing the third true sea change of the last 50 years, as Howard Marks recently wrote.