← The Memo by Howard Marks
All The Memo by Howard Marks episodes →
The Rewind: Global Financial Crisis
The Memo by Howard Marks · 2022-10-13 · 35 min
Episode notes
Howard reflects on memos related to the Global Financial Crisis with Bob O’Leary, Co-Portfolio Manager of Oaktree’s Global Opportunities strategy. They share their most striking memories from the years leading up to and during the crisis. They also discuss today’s market environment and consider whether investors have forgotten many of the lessons they should have learned during this tumultuous period.
More from The Memo by Howard Marks
All episodes →- What's Going on in Private Credit?80 / 100
- Reflections on Oaktree Conference 2026 with Howard Marks76 / 100
- AI Hurtles Ahead67 / 100
- Is It a Bubble?
- Cockroaches in the Coal Mine