Top 5 of 2025: #1: Howard Marks
Capital Allocators – Inside the Institutional Investment Industry · Ted Seides – Allocator and Asset Management Expert
Audio is streamed directly from the publisher (pscrb.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
We're counting down the top 5 episodes of 2025. Coming in at #1 is the legend, Howard Marks from Oaktree. I waited a while to have Howard on the show to capture a moment where one of his Memos particularly caught my eye. That happened when he wrote 'Gimme Credit' earlier this year. We dive into his thoughts on the implications of the growth of private credit for investors.
With that, I hope you sprint to the finish line of this year with all the gusto in your soul, and come out on the other side of the ball drop with renewed excitement, aspirations, and energy for the year ahead.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)