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The Impact of Debt

The Impact of Debt

FromThe Memo by Howard Marks


The Impact of Debt

FromThe Memo by Howard Marks

ratings:
Length:
16 minutes
Released:
May 8, 2024
Format:
Podcast episode

Description

In his latest memo, Howard Marks examines the relationship between leverage and survivability, taking inspiration from a recent Collaborative Fund post by Morgan Housel. Howard explains why determining the appropriate amount of leverage should be about optimization, not maximization.You can read the memo here (https://www.oaktreecapital.com/insights/memo/the-impact-of-debt).
Released:
May 8, 2024
Format:
Podcast episode

Titles in the series (56)

On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.