The Rewind: Calling The Market @oaktreecapital
The Rewind: Calling The Market  @oaktreecapital
Uploaded March 2023 | Updated September 2026, 2 weeks ago
Howard looks back on several memos he’s written near major turning points in the market over the last few decades, from the bursting of the dot-com bubble to the pandemic-driven crisis in early 2020. He considers what an investor should – and shouldn’t – focus on when making a market call.
The Rewind: Calling The MarketPart Eight: What is the relationship between risk and return?What are the major misconceptions about CLOs?AI Hurtles AheadBull Market RhymesConversations: NAV Finance 101 with Pierre-Antoine de SelancyPart One: What is risk?OCM: A Sense of Home (2022)Whats Going on in Private Credit?Part Three: What are other forms of risk?The Insight: Conversations – Special Episode with Annie Duke and Howard MarksThe Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
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The Rewind: Calling The Market

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