Uploaded January 2023 | Updated September 2026, 2 weeks ago

---

In the latest episode of Behind the Memo, Howard discusses his most recent memo, Sea Change. He explains why the shift we may currently be experiencing could force investors to rethink the meaning of "normal."


You can listen to Sea Change in the prior episode or read it here (oaktreecapital.com/insights/memo/what-really-matters) (oaktreecapital.com/insights/memo/sea-change).