The Memo by Howard Marks

Introducing "Behind The Memo": Selling Out

Listen to the first episode of our new series Behind the Memo, in which Howard breaks down his latest memo, discussing its origins, themes and key insights. In Selling Out, published on January 13, 2022, Howard explains why staying invested is usually the most important thing. You can listen to Selling Out in the prior episode or read it <a href="https://www.oaktreecapital.com/insights/memo/selling-out" rel="noopener noreferrer" target="_blank">here</a> (<a href="https://www.oaktreecapital.com/insights/memo/selling-out" rel="noopener noreferrer" target="_blank">https://www.oaktreecapital.com/insights/memo/selling-out</a>).

On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.