A Look Under the Hood

In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its present state. He focuses on the rise of direct lending following the Global Financial Crisis, identifying the reasons for its fast growth bu ... Show More

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. 

In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of AI, providing his observations on its essence and how it differs from previous technological innovations. He highlights AI’s immense power, s ... Show More

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

<p>How do you properly approach the retirement conversation? What can you say and what should you avoid? In this episode Pandy walks you through the key items to think about and how to establish a positive and constructive line of communication so everyone feels empowered and inf ... Show More

A Discussion with François Gadenne, Jan Gundersen, CFA®, and Lori Lucas, CFA®, moderated by Robert Powell, CFP®, RMA® 

A satisfying career requires that we make thoughtful decisions, through self-reflection and strategic planning. But sometimes (like in 2021) plowing through our jobs day after day is the only thing that feels manageable. A reunion with three guests starts a conversation about the ... Show More

<p>How can you judge the quality of a decision? Howard Marks is the co-founder of Oaktree Capital and one of the world's most respected investors. In this episode he tells us about how he got started in finance, his investment philosophy, his thoughts on risk management and much ... Show More