Oaktree @Oaktree Twitter profile

Pinned Tweet

Oaktree

2 years

Oaktree’s enduring mission is guided by a set of unifying business principles that were established over 25 years ago. Learn more about our firm here: #AlternativeInvesting

Oaktree: Our Mission, Our Values

oaktreecapital.com

82

6

52

Last Seen Profiles

@TechishKenya

@MalleyAl

@DeeJayOfUyo

@MrPerfectTech

@RewildGN

@FOOTBALLWVHS

@MiriBenAri

@JamesPelton18

@IftikharArshi15

@itsmwaura

@Babygravy9

@SiervoAltisimo

@CambridgeEMBA

@thzyia2

@JennaEllisEsq

@JohnSet49773199

@taemzeus

@RenaisSpirits

@jack24dd30

@jaxx_s2

@RaceClicker

@_marcusbrownn

@littlefkcr

@SanderLoones

@AteoBreaking

@AnilTamerYilmaz

@NewBiJo

@leecrawfurd

@Marlies1965

@Vickieunit1

@MsEricaDixon

@samharveyuk

@pavitarsaini

@geartahna1

@mrvincecarter15

@express

Oaktree

@Oaktree

2 years

Oaktree Co-Chairman @HowardMarksBook discusses the main misconception about risk at the Oaktree Conference 2022 in Los Angeles, sharing what he believes is the most important thing for all investors.

10

100

359

Oaktree

@Oaktree

6 years

New memo "Investing Without People" from Howard Marks. Read/subscribe/watch: #OaktreeInsights #OaktreeVideos

5

71

174

Oaktree

@Oaktree

4 years

In his latest memo, @HowardMarksBook discusses making informed guesses regarding the future and shares his questions about re-opening the U.S. economy and the latest Fed moves to help the economy combat the coronavirus. Read/subscribe: #OaktreeInsights

11

50

174

Oaktree

@Oaktree

8 months

Listen to the latest memo from @HowardMarksBook to hear what tennis players can teach investors about risk and strategy: #OaktreeInsights #OaktreePodcasts

Podcast: Fewer Losers, or More Winners?

oaktreecapital.com

4

59

172

Oaktree

@Oaktree

4 years

U.S. stocks have managed a remarkable advance in the past several weeks. Has this been appropriate or irrational? @HowardMarksBook shares his thoughts on the recent rally in asset prices in his latest memo. Read/subscribe: #OaktreeInsights

10

30

161

Oaktree

@Oaktree

8 months

Read the latest memo from @HowardMarksBook to learn what he believes is the essential choice in both investing and sports. Read/subscribe:

New Memo from Howard Marks: Fewer Losers, or More Winners?

oaktreecapital.com

8

45

163

Oaktree

@Oaktree

1 year

Listen to the latest memo from @HowardMarksBook to learn why he believes the investment world is undergoing its third major sea change of the last 50 years – and what this may mean for bargain hunters: #OaktreeInsights #OaktreePodcasts

New Podcast: Sea Change

oaktreecapital.com

11

44

145

Oaktree

@Oaktree

2 years

Read the latest memo from @HowardMarksBook . He explains why “Buy Low, Sell High” isn’t always good advice. Read/subscribe: #OaktreeInsights

Memo from Howard Marks: Selling Out

oaktreecapital.com

11

41

138

Oaktree

@Oaktree

4 years

In his latest memo, @HowardMarksBook shares his perspective on the coronavirus situation and lays out the views of both the optimist and the worrier. Read/subscribe: #OaktreeInsights

7

56

128

Oaktree

@Oaktree

3 years

New podcast of @HowardMarksBook 's latest memo "Something of Value" is now available. Listen/subscribe: #OaktreeInsights #OaktreePodcasts

7

44

124

Oaktree

@Oaktree

4 years

NEW PODCAST: The Memo by Howard Marks! Hear @HowardMarksBook ’s latest memos released in tandem with or shortly after their publication. Available on Oaktree’s website and your favorite podcast platforms. Listen/ subscribe: #OaktreeInsights #OaktreePodcasts

4

20

118

Oaktree

@Oaktree

4 years

In his latest memo, @HowardMarksBook shares his questions, guesses, observations and inferences to help make sense of the potential impact of the coronavirus outbreak on global economies and markets. Read/subscribe: #OaktreeInsights

3

41

120

Oaktree

@Oaktree

3 years

The dichotomy of “value” and “growth” investing has become a sharp stylistic divide. @HowardMarksBook writes in his latest memo how he views value investing in today's increasingly efficient and complex world. Read/subscribe: #OaktreeInsights

13

43

114

Oaktree

@Oaktree

5 years

In his latest memo, Howard Marks discusses 9 common theories that reflect a sense of boundless optimism in the marketplace & why investors need to take heed when sentiment of "This Time It's Different" is in widespread use. Read/subscribe: #OaktreeInsights

0

45

117

Oaktree

@Oaktree

3 years

Just because something is unknowable doesn’t mean it’s unimportant. That’s why @HowardMarksBook has devoted his latest memo to a topic he largely disavows: macro forecasting. Read/subscribe: #OaktreeInsights

Memo from Howard Marks: Thinking About Macro

oaktreecapital.com

0

39

115

Oaktree

@Oaktree

2 years

Read the latest memo from @HowardMarksBook . He contextualizes the current market correction by discussing recurring investment themes and the role played by innovations like cryptocurrencies in the recent bull market. Read/subscribe: #OaktreeInsights

Memo from Howard Marks: Bull Market Rhymes

oaktreecapital.com

2

30

108

Oaktree

@Oaktree

5 years

In his most recent memo, Howard Marks argues that free enterprise, while not perfect, is the key to "Growing the Pie." Read/subscribe: #OaktreeInsights

10

38

101

Oaktree

@Oaktree

6 years

In his most recent memo, Howard Marks provides his "Latest Thinking" on the new tax law and the current market environment. Read/subscribe: #OaktreeInsights

2

59

104

Oaktree

@Oaktree

1 year

Listen to @HowardMarksBook discuss his recent memo, Sea Change, in the latest episode of Behind the Memo. He explains why the shift we may be experiencing could force investors to rethink the meaning of “normal.” Listen: #OaktreeInsights #OaktreePodcasts

New Podcast: Behind the Memo - Sea Change

oaktreecapital.com

4

34

103

Oaktree

@Oaktree

7 months

Listen to the latest memo from @HowardMarksBook to hear his new thoughts on the sea change reshaping financial markets: #OaktreeInsights #OaktreePodcasts

New Podcast: Further Thoughts on Sea Change

oaktreecapital.com

9

27

105

Oaktree

@Oaktree

1 year

. @HowardMarksBook is joined by Bruce Flatt, CEO of @Brookfield , to discuss "Ditto" (2013). They examine the distinction between price and value and consider how one might gain a competitive advantage today. Listen: #OaktreeInsights #OaktreePodcasts

New Podcast: The Rewind - Ditto

oaktreecapital.com

2

33

103

Oaktree

@Oaktree

2 years

Read the latest memo from @HowardMarksBook . He examines the paradigm shifts that could reshape the world for many years to come. Read/subscribe: #OaktreeInsights

Memo from Howard Marks: The Winds of Change

oaktreecapital.com

9

37

102

Oaktree

@Oaktree

1 year

Read the latest memo from @HowardMarksBook to learn what he believes will be the major ramifications of the Silicon Valley Bank collapse. Read/subscribe: #OaktreeInsights

New Memo from Howard Marks: Lessons from Silicon Valley Bank

oaktreecapital.com

3

21

102

Oaktree

@Oaktree

6 years

In his most recent memo, "The Seven Worst Words in the World," Howard Marks delivers a cautionary view of market conditions. Read/subscribe: #OaktreeInsights

1

47

98

Oaktree

@Oaktree

8 years

New memo "Economic Reality" from Howard Marks. Read/subscribe/watch video: #OaktreeInsights

2

60

93

Oaktree

@Oaktree

10 months

Listen to the latest memo "Taking the Temperature" from @HowardMarksBook to hear what he believes investors should keep in mind when making market calls: #OaktreeInsights #OaktreePodcasts

Podcast: Taking the Temperature

oaktreecapital.com

5

34

100

Oaktree

@Oaktree

1 year

Listen to the latest memo from @HowardMarksBook to hear what he thinks does – and doesn’t – matter about the recent turmoil in the banking sector: #OaktreeInsights #OaktreePodcasts

New Podcast: Lessons from Silicon Valley Bank

oaktreecapital.com

5

33

95

Oaktree

@Oaktree

4 months

Read the latest memo from @HowardMarksBook to learn what financial history can teach us about periods of easy money and what happens when they end. #OaktreeInsights Read/subscribe:

Easy Money

oaktreecapital.com

1

27

94

Oaktree

@Oaktree

1 year

Read the latest memo from @HowardMarksBook to learn what one word he believes defines the essence of investment excellence. Read/subscribe: #OaktreeInsights

New Memo from Howard Marks: What Really Matters?

oaktreecapital.com

4

27

94

Oaktree

@Oaktree

5 years

In his most recent memo, “Political Reality Meets Economic Reality,” @HowardMarksBook explores what happens when political behavior collides with economic reality. Read/subscribe: #OaktreeInsights

16

33

95

Oaktree

@Oaktree

2 years

New podcast of @HowardMarksBook ’s latest memo “The Illusion of Knowledge” is now available. Click here to listen and subscribe to podcasts from Howard Marks: #OaktreeInsights #OaktreePodcasts

New Podcast: The Illusion of Knowledge

oaktreecapital.com

1

22

93

Oaktree

@Oaktree

7 years

Howard Marks's new memo "Yet Again?" reflects on "There They Go Again... Again." Read/subscribe: #OaktreeInsights

6

60

89

Oaktree

@Oaktree

4 years

In his latest memo, @HowardMarksBook discusses the impact of Covid-related monetary and fiscal policy actions on today’s markets, and the possible ramifications of the Fed/Treasury’s rescue efforts. Read/subscribe: #OaktreeInsights

3

27

90

Oaktree

@Oaktree

10 months

Listen to @HowardMarksBook discuss what investors should – and shouldn’t – focus on when making a market call: #OaktreeInsights #OaktreePodcasts

Podcast: The Rewind - Calling the Market

oaktreecapital.com

8

22

88

Oaktree

@Oaktree

1 year

Read the latest memo from @HowardMarksBook to learn about the sea change that may be reshaping the investment world. Read/subscribe: #OaktreeInsights

New Memo from Howard Marks: Sea Change

oaktreecapital.com

3

28

89

Oaktree

@Oaktree

3 years

. @HowardMarksBook looks back on his memo titled “bubble[dot]com” (January 2, 2000) credited with making his memo writing an “overnight success” after 10 years without a single response. Listen/subscribe: #OaktreeInsights #OaktreePodcasts

0

30

89

Oaktree

@Oaktree

4 months

Listen to the latest memo from @HowardMarksBook to hear how he thinks the interest rates environment might evolve in the years ahead. #OaktreeInsights #OaktreePodcasts Listen:

The Memo by Howard Marks: Easy Money

oaktreecapital.com

1

27

87

Oaktree

@Oaktree

7 months

Read the latest memo from @HowardMarksBook to find out more about the sea change altering financial markets. This memo was originally shared with Oaktree clients in May 2023. Read/subscribe: #OaktreeInsights

Further Thoughts on Sea Change

oaktreecapital.com

2

26

87

Oaktree

@Oaktree

2 years

New podcast of @HowardMarksBook ’s latest memo “Bull Market Rhymes” is now available. Click here to listen and subscribe to podcasts from Howard Marks: #OaktreeInsights #OaktreePodcasts

New Podcast: Bull Market Rhymes

oaktreecapital.com

3

36

85

Oaktree

@Oaktree

2 months

Oaktree Insights is building a new audio archive of some of @HowardMarksBook ’s most popular memos. The first release is You Bet!, the 2020 memo about “thinking in bets.” #OaktreeInsights #OaktreePodcasts Listen:

The Archive: You Bet!

oaktreecapital.com

19

22

86

Oaktree

@Oaktree

8 years

New memo "On the Couch" from Howard Marks. Read, watch video and subscribe: #OaktreeInsights

5

71

82

Oaktree

@Oaktree

3 years

. @HowardMarksBook looks back on his memo “You Can’t Predict. You Can Prepare.” (November 20, 2001), the title inspired by a TV commercial tagline from that time. Listen/subscribe: #OaktreeInsights #OaktreePodcasts

Podcasts

oaktreecapital.com

1

19

81

Oaktree

@Oaktree

10 months

Read the latest memo from @HowardMarksBook to learn what he believes matters when making market calls – and why he thinks most calls tend to be wrong. Read/subscribe: #OaktreeInsights

New Memo From Howard Marks: Taking the Temperature

oaktreecapital.com

1

27

81

Oaktree

@Oaktree

2 years

New podcast of @HowardMarksBook 's latest memo "Selling Out" is now available. Click here to listen and subscribe to podcasts from Howard Marks: #OaktreeInsights #OaktreePodcasts

New Podcast: Selling Out

oaktreecapital.com

8

25

81

Oaktree

@Oaktree

2 years

Read the latest memo from @HowardMarksBook . He argues that investors seeking superior performance must think differently & risk being wrong. In investing, it’s not enough to be right. You have to be more right than others. Read/subscribe: #OaktreeInsights

Memo from Howard Marks: I Beg to Differ

oaktreecapital.com

4

30

78

Oaktree

@Oaktree

2 years

Read the latest memo from @HowardMarksBook to learn why macro forecasting mostly provides the illusion of knowledge and why investors are better off accepting reality – even when it’s uncomfortable. Read/subscribe: #OaktreeInsights

Memo from Howard Marks: The Illusion of Knowledge

oaktreecapital.com

8

31

81

Oaktree

@Oaktree

2 years

Listen to @HowardMarksBook discuss his recent memo “I Beg to Differ” in the latest ep. of “Behind the Memo.” He highlights one of the biggest misconceptions about investing and the two words he considers investment poetry: #OaktreeInsights #OaktreePodcasts

New Podcast: Behind the Memo - I Beg to Differ

oaktreecapital.com

3

20

81

Oaktree

@Oaktree

5 years

In his latest memo, @HowardMarksBook discusses the reasons for and implications of negative interest rates, which have become increasingly prevalent in global finance and are nothing short of Mysterious. Read/subscribe: #OaktreeInsights

7

30

80

Oaktree

@Oaktree

3 years

New podcast of @HowardMarksBook 's latest memo "Thinking About Macro" is now available. Listen/subscribe: #OaktreeInsights #OaktreePodcasts

New Podcast: Thinking About Macro

oaktreecapital.com

1

21

75

Oaktree

@Oaktree

5 months

Don’t miss the upcoming episode of The Insight: Conversations featuring @HowardMarksBook and special guest @AnnieDuke (former professional poker player, best-selling author). Subscribe to The Insight by Oaktree Capital wherever you get your podcasts:

1

16

77

Oaktree

@Oaktree

3 years

Introducing a new podcast series, “The Rewind,” in which @HowardMarksBook looks back on select memos. We start with his very first memo, “The Route To Performance,” originally published October 12, 1990. Listen/subscribe: #OaktreeInsights #OaktreePodcasts

3

11

75

Oaktree

@Oaktree

2 years

Listen to @HowardMarksBook discuss his recent memo, “The Illusion of Knowledge,” in the latest episode of “Behind the Memo.” Learn why saying “I don’t know” could be one key to superior investing: #OaktreeInsights #OaktreePodcasts

New Podcast: Behind the Memo - The Illusion of Knowledge

oaktreecapital.com

2

28

73

Oaktree

@Oaktree

3 months

Listen to @HowardMarksBook discuss his latest memo, Easy Money, and the book that inspired it with financial historian @Chancellor_E in this special episode of Behind the Memo. #OaktreeInsights #OaktreePodcasts Listen:

Behind the Memo – Easy Money with Howard Marks and Edward Chancellor

oaktreecapital.com

6

21

77

Oaktree

@Oaktree

1 year

New podcast of @HowardMarksBook ’s latest memo “What Really Matters?” is now available. Click here to listen and subscribe to podcasts from Howard Marks: #OaktreeInsights #OaktreePodcasts

New Podcast: What Really Matters?

oaktreecapital.com

1

19

71

Oaktree

@Oaktree

3 years

Last year featured a jaw-dropping list of extremes. @HowardMarksBook writes in his latest memo about approaching the investment environment left in 2020’s wake – one generating many questions and no easy answers. Read/subscribe: #OaktreeInsights

Oaktree Insights

oaktreecapital.com

1

24

66

Oaktree

@Oaktree

5 years

In his latest memo, “On the Other Hand,” @HowardMarksBook addresses the implications of the @FederalReserve ’s interest-rate management. Read/subscribe: #OaktreeInsights

2

15

69

Oaktree

@Oaktree

5 years

In this special post-release memo video, @HowardMarksBook discusses Modern Monetary Theory, one of the trending points mentioned in his memo titled “This Time It’s Different.” Watch video/read memo/subscribe: #OaktreeInsights #OaktreeVideos

2

20

67

Oaktree

@Oaktree

2 years

Oaktree’s Co-Chairman @HowardMarksBook recently visited @GoldmanSachs in New York to discuss his views on market cycles, investor psychology and why he continues to write memos to this day. #TalksatGS

Goldman Sachs

@GoldmanSachs

2 years

. @Oaktree Capital Management’s @HowardMarksBook shares his view on the current market cycle. Watch now: #TalksAtGS

5

13

47

2

23

68

Oaktree

@Oaktree

1 year

. @HowardMarksBook looks back on memos he’s written near major turning points in the market over the last few decades. He considers what an investor should – and shouldn’t – focus on when making a market call. Listen: #OaktreeInsights #OaktreePodcasts

New Podcast: The Rewind - Calling the Market

oaktreecapital.com

5

16

65

Oaktree

@Oaktree

2 months

Co-Chairman @HowardMarksBook discusses his writing process on a recent episode of the How I Write podcast. Watch the full episode here: #AlternativeInvesting

This Investor Raised Billions by Making Complicated Ideas Simple |...

Enroll in the Write of Passage Bootcamp: https://writeofpassage.com/enrollWant to build influence with great ideas and simple writing? Look no further than H...

www.youtube.com

David Perell

@david_perell

3 months

Howard Marks and Warren Buffett are long-time friends and admirers of each other’s work, so I asked Marks: "What do you admire most about Buffett's writing?" His answer was hilarious and insightful. "I admire and strive to emulate his turn-of-phrase. Back in 2009, when the…

3

2

49

10

67

Oaktree

@Oaktree

2 years

. @HowardMarksBook reflects on his memo “It’s All a Big Mistake” (June 20, 2012). He discusses why understanding mistakes – both your own and others’ – is key to superior investing: #OaktreeInsights #OaktreePodcasts

New Podcast: The Rewind - It’s All a Big Mistake

oaktreecapital.com

3

17

67

Oaktree

@Oaktree

1 year

Oaktree Co-Chairman @HowardMarksBook joined @BloombergTV 's @RomaineBostick for a discussion on his most recent memo, Sea Change. #AlternativeInvesting

Bloomberg TV

@BloombergTV

1 year

"We will be going back to a somewhat harsher environment," says Howard Marks, Oaktree Capital Management Co-Chairman. Marks looks back at the last thirty years to draw a conclusion about the future of the economy

0

8

24

2

11

65

Oaktree

@Oaktree

22 days

Read the latest memo from @HowardMarksBook to learn what chess can teach investors about the paradox of risk-taking. #OaktreeInsights Read/subscribe:

The Indispensability of Risk

oaktreecapital.com

5

19

66

Oaktree

@Oaktree

3 years

. @HowardMarksBook reflects on his memo “Us and Them” (May 7, 2004). In a discussion that namechecks psychologist Amos Tversky and tennis great Pete Sampras, Howard explains why too much confidence can be a dangerous thing: #OaktreeInsights #OaktreePodcasts

New Podcast: The Rewind - Us and Them

oaktreecapital.com

4

17

65

Oaktree

@Oaktree

3 years

New podcast of @HowardMarksBook 's latest memo "2020 in Review" is now available. Listen/subscribe: #OaktreeInsights #OaktreePodcasts

New Podcast: 2020 in Review

oaktreecapital.com

3

18

64

Oaktree

@Oaktree

2 years

. @HowardMarksBook reflects on his memo “Uncertainty” (May 11, 2020). Writing near the beginning of the Covid-19 crisis, he explains why he believes having intellectual humility is essential for outstanding investing: #OaktreeInsights #OaktreePodcasts

New Podcast: The Rewind - Uncertainty

oaktreecapital.com

2

19

63

Oaktree

@Oaktree

6 years

We are excited to announce Howard's latest project. His forthcoming book, #MasteringtheMarketCycle , will be out this fall! In the meantime, connect with him @HowardMarksBook for the latest news and updates.

0

18

64

Oaktree

@Oaktree

2 years

Listen to @HowardMarksBook discuss his latest memo “Selling Out” in the first episode of our new podcast series “Behind the Memo.” Learn more about the memo’s origins and its key investing insights: #OaktreeInsights #OaktreePodcasts

New Podcast: Behind the Memo - Selling Out

oaktreecapital.com

5

17

65

Oaktree

@Oaktree

2 years

. @HowardMarksBook reflects on the Global Financial Crisis w/ Bob O’Leary, Co-PM of Oaktree’s Global Opportunities strategy. They consider whether investors have forgotten lessons they should've learned during this period: #OaktreeInsights #OaktreePodcasts

New Podcast: The Rewind - Global Financial Crisis

oaktreecapital.com

4

13

61

Oaktree

@Oaktree

2 years

Listen to @HowardMarksBook discuss his recent memo “The Pendulum in International Affairs” in this ep. of “Behind the Memo,” explaining why the pendulum can help investors understand psychology, markets & foreign policy: #OaktreeInsights #OaktreePodcasts

New Podcast: Behind the Memo - The Pendulum in International Affairs

oaktreecapital.com

4

11

60

Oaktree

@Oaktree

6 years

New book by @HowardMarksBook #MasteringtheMarketCycle is now available. For practical insight and analysis on how to understand, track, and react to the ups and downs of market cycles, visit to pick up a copy today.

1

12

60

Oaktree

@Oaktree

3 years

. @HowardMarksBook will share his latest market perspectives and investment philosophy tomorrow on stage with @BloombergTV 's @RomaineBostick at the @MilkenInstitute Global Conference. #OaktreeInsights #MIGlobal

3

10

59

Oaktree

@Oaktree

22 days

Listen to the latest memo from @HowardMarksBook to hear what Howard Marks thinks investors can learn from chess grandmaster Maurice Ashley. #OaktreeInsights #OaktreePodcasts Listen:

The Indispensability of Risk

oaktreecapital.com

4

21

59

Oaktree

@Oaktree

2 years

New podcast of @HowardMarksBook 's latest memo "The Pendulum of International Affairs" is now available. Click here to listen and subscribe to podcasts from Howard Marks: #OaktreeInsights #OaktreePodcasts

New Podcast: The Pendulum in International Affairs

oaktreecapital.com

3

19

58

Oaktree

@Oaktree

8 months

What does @HowardMarksBook consider one of the fundamental questions in both investing and sports? Learn more about the inspiration for his recent memo, Fewer Losers, or More Winners?, in the latest episode of Behind the Memo:

New Podcast: Behind the Memo - Fewer Losers, or More Winners?

oaktreecapital.com

2

13

58

Oaktree

@Oaktree

3 months

Check out the most recent special episode of Behind the Memo with @HowardMarksBook and @Chancellor_E #OaktreeInsights #OaktreePodcasts Listen:

Behind the Memo – Easy Money with Howard Marks and Edward Chancellor

oaktreecapital.com

4

20

59

Oaktree

@Oaktree

2 years

Listen to @HowardMarksBook discuss his recent memo “Bull Market Rhymes” in the latest ep. of “Behind the Memo.” Learn why looking to the past can help investors analyze innovations that may – or may not – shape the future: #OaktreeInsights #OaktreePodcasts

New Podcast: Behind the Memo - Bull Market Rhymes

oaktreecapital.com

5

16

57

Oaktree

@Oaktree

5 years

Watch LinkedIn's @devinbanerjee interview @HowardMarksBook at the @MilkenInstitute Global Conference to discuss his stance on today's markets & where Oaktree is finding investment opportunities: #OaktreeInsights #OaktreeVideos #LinkedInFinance #MIGlobal

0

6

54

Oaktree

@Oaktree

3 years

. @HowardMarksBook reflects on the memo “Dare to Be Great” (September 7, 2006), the first episode of a two-part series, offering suggestions to those daring to be superior investors. Listen/subscribe: #OaktreeInsights #OaktreePodcasts

New Podcast: The Rewind - Dare to Be Great

oaktreecapital.com

1

15

52

Oaktree

@Oaktree

1 year

Listen to @HowardMarksBook discuss his recent memo, "What Really Matters?," in the latest episode of "Behind the Memo." Howard also looks back on a year of memo-writing and highlights his main messages for investors: #OaktreeInsights #OaktreePodcasts

New Podcast: Behind the Memo - What Really Matters?

oaktreecapital.com

0

17

52

Oaktree

@Oaktree

2 years

Read the interview w/ @HowardMarksBook from the Edinburgh Business School’s symposium on cognitive economics. This conversation highlights some of the key ideas that Howard expanded on in his memo “Bull Market Rhymes.” Read/subscribe: #OaktreeInsights

Memo from Howard Marks: Conversation at Panmure House

oaktreecapital.com

6

12

53

Oaktree

@Oaktree

2 years

Read the latest memo from @HowardMarksBook . He explains why the pendulum may be swinging away from globalization and toward onshoring, creating risk and opportunities for investors. Read/subscribe: #OaktreeInsights

Memo from Howard Marks: The Pendulum in International Affairs

oaktreecapital.com

3

16

53

Oaktree

@Oaktree

2 years

New podcast of @HowardMarksBook 's latest memo "Winds of Change" is now available. Click here to listen and subscribe to podcasts from Howard Marks: #OaktreeInsights #OaktreePodcasts

New Podcast: The Winds of Change

oaktreecapital.com

7

14

53

Oaktree

@Oaktree

2 years

New podcast of @HowardMarksBook ’s latest memo “I Beg to Differ” is now available. Click here to listen and subscribe to podcasts from Howard Marks: #OaktreeInsights #OaktreePodcasts

New Podcast: I Beg to Differ

oaktreecapital.com

1

15

51

Oaktree

@Oaktree

3 years

. @HowardMarksBook discussed his investment philosophy, current market insights and @AltFinanceEdu with @BloombergTV 's @RomaineBostick at the @MilkenInstitute Global Conference. #MIGlobal

8

14

51

Oaktree

@Oaktree

2 years

Watch the latest Insights Live video to learn how @HowardMarksBook is assessing risk in today’s uncertain market environment and why he thinks “Buy or sell?” is the wrong question: #OaktreeInsights

Insights Live: Which Way Now? A Conversation with Howard Marks

oaktreecapital.com

8

9

50

Oaktree

@Oaktree

3 years

. @HowardMarksBook reflects on the memo “Dare to Be Great II” (April 8, 2014), the second episode of a two-part series. He asks whether investors are willing to do what is necessary in order to be great. Listen/subscribe: #OaktreeInsights #OaktreePodcasts

New Podcast: The Rewind - Dare to Be Great II

oaktreecapital.com

2

14

50

Oaktree

@Oaktree

3 years

. @HowardMarksBook reflects on the memo “It Is What It Is” (March 27, 2006). In this wide-ranging discussion, he weaves together the Japanese concept of mujo, probability theory and the Super Bowl. Listen/subscribe: #OaktreeInsights #OaktreePodcasts

New Podcast: The Rewind - It Is What It Is

oaktreecapital.com

0

12

50

Oaktree

@Oaktree

2 years

In time for Father’s Day, @HowardMarksBook reflects on his memo “Something of Value” (January 11, 2021) with his son Andrew Marks. They discuss why open-mindedness is key when investing in a rapidly changing world: #OaktreeInsights #OaktreePodcasts

New Podcast: The Rewind - Something of Value

oaktreecapital.com

3

11

50