The Memo by Howard Marks - Podcast Rankings and reviews

Regardless of what type of investor you are, I highly recommend all investors listen to this podcast. It is filled with TONS of useful information on both the technical side and psychological side of investing. As a long term value investor myself, this podcast has given me tons of useful information and mental models to apply to my investing career and can also do the same for you.

Howard Mark’s memos are a must read for all investors! Warren Buffet is reported to have said they are the first thing he reads when he gets one in his inbox. Howard’s insights come out every few months and help provide investors with a context for what is happening in the economy. Informed and second level thinkers know that his memos provide value and give one a better sense of where we are in the market cycle.

Marks embodies the epitome of common sense. To listen to him is to learn from 50+ years of market experience that few have. He compares and contrasts market realities with ease. I’ve read his memos for years and they have made me a better investor. No one else has his style and track record. We are long term Investors in Oaktree and he consistently makes the smart decisions.

This podcast is a true gem. It unpacks the insights of a world class investor and strategist in a very intimate and relaxing way.
Think of it as PhD level reflections in your pocket available anytime!