The Memo by Howard Marks

Behind the Memo: Bull Market Rhymes

In the latest episode of Behind the Memo, Howard discusses his recent memo, Bull Market Rhymes. Howard explains why investing keeps getting harder and why looking to the past can potentially help investors better analyze the innovations that may – or may not – shape the future. You can listen to Bull Market Rhymes in the prior episode or read it <a href="https://www.oaktreecapital.com/insights/memo/bull-market-rhymes" rel="noopener noreferrer" target="_blank">here</a> (https://www.oaktreecapital.com/insights/memo/bull-market-rhymes).

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.