Login Press Contact Us Careers Home About Investors Strategies People Insights Memos from Howard Marks Oaktree Insights Videos The Memo with Howard Marks About Our Strategies Conversations with Portfolio Managers Our Communities Matter Podcasts Home> Insights> Videos Videos Subscribe The Memo with Howard Marks The Memo: You Bet! In his latest memo, Howard Marks discusses the process of thinking in bets, parses the world of gambling, and draws parallels between investing and games of chance. The Memo: This Time It's Different In this special post-release memo video, Howard Marks discusses Modern Monetary Theory, one of the trending points mentioned in his memo titled “This Time It’s Different.” The Memo: Investing Without People In his memo, Howard Marks considers the future of "Investing Without People." More The Memo with Howard Marks videos About Our Strategies Real Estate Income Strategy Oaktree’s Real Estate Income strategy seeks to provide stable income, with an emphasis on long-term growth and downside protection. Watch Portfolio Manager Mark Jacobs describe key elements that drive his team’s investment decisions. Structured Credit Strategy Oaktree’s Structured Credit strategy is grounded in rigorous credit analysis and a strict focus on downside protection. Watch Portfolio Managers Justin Guichard and Brendan Beer describe the cornerstones of our structured credit investing. Real Estate Debt Strategy In this video, Portfolio Manager Justin Guichard describes the cornerstones of Oaktree’s Real Estate Debt strategy, including the primacy of downside protection and a focus on proactive asset management. More About Our Strategies videos Conversations with Portfolio Managers Insights Live: Performing Credit Quarterly 3Q2021 The U.S. economic recovery is slowing, inflation is rising, and concerns about China’s property sector are escalating. In the latest video in Oaktree’s Insights Live series, Danielle Poli discusses these risks and many others with David Rosenberg (Global Credit, High Yield Bonds), and Wayne Dahl (Portfolio Construction & Risk Management). While they caution against complacency, they also explain why it’s not all doom and gloom for credit investors today. Insights Live: Performing Credit Quarterly 2Q2021 Navigating today’s uncertain market environment requires flexibility, especially the freedom to invest in both liquid and illiquid credit. In the latest installment of our Insights Live video series, Danielle Poli discusses the illiquid side of this equation with Raj Makam (Direct Lending) and Milwood Hobbs, Jr. (North American Sourcing & Origination). They review the benefits and lesser-known risks of direct lending and ask whether the pandemic taught investors the wrong lessons. Is Anything on Sale? Discussing Today’s Global Credit Markets Is anything on sale? Some of Oaktree’s top global credit experts recently sat down to discuss where they believe they’re finding value in sub-investment-grade asset classes. This Insights video provides highlights from this event led by Oaktree Co-Chairman and Chief Investment Officer Bruce Karsh. More Conversations with Portfolio Managers videos Our Communities Matter Our Communities Matter In 2015, Oaktree commemorated its 20th anniversary by launching a special initiative, Our Communities Matter (OCM), to formalize the Company’s long-standing tradition of supporting our communities. Through this program, Oaktree and its employees are able to dedicate their time and resources to numerous meaningful and much-needed community initiatives across the globe. About Investment Philosophy Business Principles Responsible Investing Our Communities Matter Diversity & Inclusion Investors Institutional Investors Financial Professionals Individual Investors Public Unitholders Strategies Credit Private Equity Real Assets Listed Equities People Senior Executives and Directors Investment Professionals Marketing and Client Relations Corporate Insights Memos from Howard Marks Oaktree Insights Videos Podcasts Brookfield Careers Contact Us Press Login © 2007-2021 Oaktree Capital Management, L.P. All rights reserved. Securities offered through OCM Investments, LLC (Member FINRA), a subsidiary of Oaktree Capital Management, L.P. Terms and Conditions Privacy Policy Disclosures Form CRS We use cookies to perform analytics. By clicking on Accept you consent to this and to the sharing of your analytic data with our partners. You can change your mind at anytime. Click here to find out more including details about your rights. Manage My Preferences Opt Out All Accept All