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The Memo by Howard Marks Podcast
Further Thoughts on "Sea Change"

Further Thoughts on "Sea Change"

The Memo by Howard Marks vor 2 Jahren

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33:52

In his latest memo, Howard Marks provides a follow-up to Sea
Change (https://www.oaktreecapital.com/insights/memo/sea-change),
his thought-provoking memo published in December 2022. He
argues that the trends he highlighted in the original memo
collectively represent a sweeping alteration of the investment
environment that calls for significant capital
reallocation. Further Thoughts on Sea Change was
originally sent exclusively to Oaktree clients on May 30,
2023. All market data cited in this memo is as of May 30,
2023.

The memo is read by LJ Ganser.

You can read the memo here
(https://www.oaktreecapital.com/docs/default-source/memos/further-thoughts-on-sea-change3dda4540-569f-4415-9a5b-004fbabf06d4.pdf?sfvrsn=c3cc5166_3).