About these summaries
Octagon has summarized 3 episodes of The Memo by Howard Marks published between Nov 3, 2026 and Nov 11, 2026. The companies discussed most often are Brookfield, Oaktree and Oaktree Capital Group. Frequent guests include Howard Marks and Wayne Dahl. Each summary lists key takeaways, short timestamped quotes and the companies and tickers mentioned, with a link to the full episode.
Most-mentioned tickers
- BAM 1
- BN 1
Most-mentioned companies
- Brookfield 1
- Oaktree 1
- Oaktree Capital Group 1
- Oaktree Capital Management 1
Frequent guests
- Howard Marks 2
- Wayne Dahl 1
Episodes
- A Layman Thinks About AI
Howard Marks argues that AI is too important for investors to ignore, but too unpredictable to treat like a normal growth story.
- Rates
Wayne Dahl argues that the sharp rise in rates is being driven less by policy moves than by a repricing of inflation, growth, and term premium.
- Howard Marks: CNBC The Exchange (2026)
Howard Marks argued that investors should not read too much into a day’s market sell-off because the market “exaggerates everything” and is not the right source of signals for…
The Memo by Howard Marks, its episodes and artwork belong to Oaktree Capital Management. Octagon is not affiliated with the show; these pages are independent summaries.
