Uploaded August 2022 | Updated September 2026, 2 weeks ago
In the latest episode of Behind the Memo, Howard discusses his recent memo, I Beg to Differ. He explains why investors seeking to outperform need to think differently, be exceptional, and be prepared to look wrong – even when they’re right.
You can listen to I Beg To Differ in the prior episode or read it here (oaktreecapital.com/insights/memo/i-beg-to-differ) (oaktreecapital.com/insights/memo/i-beg-to-differ).
In the latest episode of Behind the Memo, Howard discusses his recent memo, I Beg to Differ. He explains why investors seeking to outperform need to think differently, be exceptional, and be prepared to look wrong – even when they’re right.
You can listen to I Beg To Differ in the prior episode or read it here (oaktreecapital.com/insights/memo/i-beg-to-differ) (oaktreecapital.com/insights/memo/i-beg-to-differ).






