All episodes
Shall We Repeal the Laws of Economics – Part III
What's Going on in Private Credit?
Reflections on Oaktree Conference 2026 with Howard Marks
AI Hurtles Ahead
Is It a Bubble?
Cockroaches in the Coal Mine
A Look Under the Hood
35 Years of Memos
The Calculus of Value
More on Repealing the Laws of Economics
30 Years of Oaktree
Nobody Knows (Yet Again)
Gimme Credit
Behind The Memo: On Bubble Watch
On Bubble Watch
Ruminating on Asset Allocation
Shall We Repeal The Laws of Economics?
Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel
Mr. Market Miscalculates
Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley
The Folly of Certainty
The Insight: Conversations - Oaktree Conference 2024 Edition
Bonus Episode: Howard Marks on “In Good Company”
The Impact of Debt
The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
The Indispensability of Risk
The Archive: You Bet!
Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
Easy Money
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
The Insight: Conversations – Special Episode with Annie Duke and Howard Marks
The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian
Further Thoughts on "Sea Change"
The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
Behind the Memo: Fewer Losers, or More Winners?
Fewer Losers, or More Winners?
The Insight: Conversations – European Credit at a Turning Point
The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
Taking The Temperature
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
The Insight: Conversations – Performing Credit Quarterly 1Q2023
Lessons from Silicon Valley Bank
The Rewind: Calling The Market
The Rewind: Ditto
Behind the Memo: Sea Change
Sea Change
Behind the Memo: What Really Matters?
What Really Matters?
The Rewind: Global Financial Crisis
Behind the Memo: The Illusion of Knowledge
The Illusion of Knowledge
Behind the Memo: I Beg To Differ
I Beg To Differ
The Rewind: Something of Value
Behind the Memo: Bull Market Rhymes
Bull Market Rhymes
The Rewind: Lines in the Sand
Behind the Memo: The Pendulum in International Affairs
The Pendulum in International Affairs
The Rewind: It’s All a Big Mistake
Introducing "Behind The Memo": Selling Out
Selling Out
The Rewind: Uncertainty
The Winds of Change
The Rewind: What Does The Market Know?
The Rewind: On The Couch
The Rewind: Us and Them
Thinking About Macro
The Rewind: It Is What It Is
The Rewind: Dare to Be Great II
The Rewind: Dare to Be Great
2020 in Review
The Rewind: You Can’t Predict. You Can Prepare.
Something of Value
The Rewind: bubble.com
Introducing “The Rewind”: The Route To Performance
Coming Into Focus