Behind the Memo: What Really Matters?

In the latest episode of Behind the Memo, Howard discusses his
most recent memo, What Really Matters?, and looks back on a year
of memo-writing.  He considers the themes that have
dominated his thinking in 2022 and highlights his key messages
for investors, including one they may not want to hear.


You can listen to What Really Matters? in the prior episode or
read it here
(https://www.oaktreecapital.com/insights/memo/what-really-matters).