347 results for "Howard Marks":
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Oaktree Future Leader 2022
Winners of the case competition will have the opportunity to meet with Howard Marks, Oaktree’s co-founder.
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters - June 2023 Edition
As a bonus, we’ve also included an excerpt from Howard Marks’s recent memo to clients. 1 Market Outlook: Tug-of-War Howard Marks Co-Chairman The overarching theme of my sea-change thinking is that, largely thanks to highly accommodative monetary policy, we went through unusually easy times in a number of important regards over a prolonged period, but that time is over., Thus, after decades of accommodative monetary policy, cheap debt, and robust equity returns, we may now be entering a new era, as our co-chairman Howard Marks eloquently described in his 2022 memo Sea Change.
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., So Morgan, Howard, thanks so much for joining me., Howard Marks Great to be here, Anna., Howard We l l , M o rgan, a great observation., Anna Oh, Howard, thank you so much.
The Outlook for Equities
Memo to: OaktreeClients From: Howard Marks Re: The Outlook for Equities It doesn‟t take much to get me started on a memo.
Liquidity
All Rights Reserved Memo to: Oaktree Clients From: Howard Marks Re: Liquidity My wife Nancy’s accusations of repetitiveness notwithstanding, once in a while I think of something about which I haven’t written much.
What's Going on in Private Credit
© 2026 Oaktree Capital Management, L.P All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: What’s Going on in Private Credit?
QLR - 2Q2022
Th a t’s w h y Oaktree has long emphasized what Howard Marks calls “second-level thinking” – i.e., asking complex questions, eschewing simple answers, and challenging conventional thinking., As Howard has often said, if investors want to be above average, including in bad times, then they need to be willing to think differently., Bruce Karsh Co-Chairman, Chief Investment Officer Pedro Urquidi Global Co-Portfolio Manager, Global Opportunities Robert O'Leary Global Co-Portfolio Manager, Global Opportunities the roundup: To p Ta keaways From Oaktree’s Q u a rterly Letters 2Q2022 oaktree insights - 2 - In today’s u n c e rtain environment, we’re reminded of a quote from Wa r ren Buffett that Howard included in his memos It’s All Good (July 2007) and The Tide Goes Out (March 2008): “It's only when the tide goes out that you find out who’s b e e n s w i m m i n g n a k e d .”
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition
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.”
Is Anything on Sale? Top Five Takeaways From Oaktree’s Global Credit Panel
Final Thoughts Our co-founder Howard Marks likes to say, “In investing, it's not about buying good things but buying things well.”
2023 Year-End Book Recommendations
Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts by Annie Duke Howard Marks | Co-Chairman This book is a helpful guide for anyone contemplating how to make decisions when faced with imperfect information, uncertainty, and multiple possible outcomes.