Howard Marks's Memo "The Folly of Certainty"
Mar 2026
Reflections on Oaktree Conference 2026 with Howard Marks
In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature of mispricings, and the importance of leadership.
32m 55s
Aug 2024
How to Make Better Decisions, According to Science
Entrepreneurs make a mistake: They often think of decisions as binary, where one answer is definitely right and the other is definitely wrong. Astrophysicist Saul Perlmutter says there's a better way to approach decisions — and it's with "probabilistic thinking," a concept that's ... Show More
19m 9s
Mar 2019
#53 Howard Marks: Luck, Risk and Avoiding Losers
Billionaire investor, author and co-founder of Oaktree Capital Howard Marks discusses risk assessment, how to think different than the crowd, and the three mighty dares that separate the successful from the also-rans. Go Premium: Members get early access, ad-free episodes, hand-e ... Show More
1h 33m
May 2023
Making Cash vs Preserving Money
If you like to tinker with your investments, then it’s tough to beat the market over a long period of time.
John M. Jennings is the president of St. Louis Trust & Family Office, a Professor at Washington University’s Olin Business School, and the author of “The Uncertainty Solut ... Show More
26m 9s