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    The Pendulum in International Affairs

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    The Pendulum in International Affairs

    FromThe Memo by Howard Marks

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    UNLIMITED

    The Pendulum in International Affairs

    FromThe Memo by Howard Marks

    ratings:
    Length:
    29 minutes
    Released:
    Mar 23, 2022
    Format:
    Podcast episode

    Description

    Howard Marks’s latest memo connects two seemingly unrelated trends – Europe’s energy dependence and U.S. offshoring – to explain why the pendulum of companies’ and countries’ behavior may be swinging away from globalization and toward onshoring. This shift will likely create risk for investors but also opportunities.The memo is read by LJ Ganser.You can read the memo here (https://www.oaktreecapital.com/docs/default-source/memos/the-pendulum-in-intl-affairs.pdf).
    Released:
    Mar 23, 2022
    Format:
    Podcast episode

    Titles in the series (63)

    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.