Behind the Memo: Sea Change

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).

Good stuff

Howard Marks is always a steady hand in the security industry. Nice to hear him flesh out his I interpretation and feeling about the current environment.