Episode 2
Introducing “The Rewind”: The Route To Performance
The Memo by Howard Marks · Oaktree Capital Management
November 30, 202019m 16s
Audio is streamed directly from the publisher (rss.art19.com) 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
Today we debut a new series, “The Rewind,” in which Howard looks back on some of his memos over the years, discusses their origin and considers their relevance in today’s financial environment. We start with his very first memo, “The Route To Performance,” originally published on October 12, 1990.
The memo is read by LJ Ganser.