Episode 27
Behind the Memo: I Beg To Differ
The Memo by Howard Marks · Oaktree Capital Management
August 4, 202224m 5s
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Show Notes
In the latest episode of Behind the Memo, Howard discusses his recent memo, I Beg to Differ. He explains why investors seeking to outperform need to think differently, be exceptional, and be prepared to look wrong – even when they’re right.
You can listen to I Beg To Differ in the prior episode or read it here (https://www.oaktreecapital.com/insights/memo/i-beg-to-differ).