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The Memo by Howard Marks

Behind the Memo: Sea Change

The Memo by Howard Marks
The Memo by Howard Marks

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 (https://www.oaktreecapital.com/insights/memo/sea-change).

The Memo by Howard Marks
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