
Howard Marks
PersonHeard in 4 episodes across 2 shows since Sep 2026
Howard Marks is an American investor, author, and co-founder of Oaktree Capital Management, known for his writings and memos on risk, cycles, distressed debt, and investment discipline. He is associated with the concept of avoiding permanent loss of capital.
Episodes
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
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| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 4 |
| Oct 2026 | 0 |
What Howard Marks has said on podcasts
10 statements
Persistent inflation is a main reason interest rates are rising
“I think the main reasons why rates are going up is because, number one, inflation is stubborn.”
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains WhyListen at 5:24
Strong capital demand is contributing to higher yields
“And then the third factor is that there's a very strong demand for capital at this time.”
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains WhyListen at 6:46
U.S. fiscal behavior has become more profligate
“And I do think that's a change. And I describe it as profligacy.”
Open the episode · Bonds Are Going Haywire Again — Howard Marks Explains WhyListen at 9:43
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
4 episodes featuring Howard Marks, newest first
- Sep 29, 2026
Bond mechanics challenge the fiscal-risk narrativeProf G MarketsSep 29, 2026 - Sep 24, 2026
Bond yields test faith in U.S. fiscal managementProf G MarketsSep 24, 2026Guest - Sep 9, 2026
AQR investor challenges portfolios built on hidden equity riskHow I Invest with David WeisburdSep 9, 2026 - Sep 4, 2026
AI makes founder judgment more valuable than pedigreeHow I Invest with David WeisburdSep 4, 2026