Howard Marks

Marks explicitly recommended Pecora's market-history account while discussing investor behavior and market excesses.

The quote is taken word for word from the source.

Oaktree Capital · 2008-05-16 · accessed 2026-06-22

Article · Oaktree memo

The PDF memo contains an explicit first-person recommendation for Wall Street Under Oath.

Marks identified Taleb's book as an essential read while discussing randomness and investment outcomes.

The quote is taken word for word from the source.

Oaktree Capital · 2008-05-16 · accessed 2026-06-22

Article · Oaktree memo

The PDF memo says Marks had described Fooled by Randomness as an essential read.

Marks named Factfulness when Tim Ferriss asked about books that had affected him or that he would recommend to others.

The quote is taken word for word from the source.

Tim Ferriss · 2018-09-27 · accessed 2026-06-23

Transcript · Podcast transcript

In the transcript, Marks describes Factfulness as a book he is working through and explicitly says he would recommend it.

Marks mentioned and praised Bernstein's book in a memo about probability, risk, and investing.

The quote is taken word for word from the source. It is a mention, not counted as a direct recommendation.

Oaktree Capital · 1998-10-09 · accessed 2026-06-22

Article · Oaktree memo

The PDF memo calls Against the Gods a wonderful book in a passage applying its ideas to investing.

Marks cited and praised Swensen's portfolio-management book in a memo about risk and unconventional investing.

The quote is taken word for word from the source. It is a mention, not counted as a direct recommendation.

Oaktree Capital · 2006-01-19 · accessed 2026-06-22

Article · Oaktree memo

The PDF memo calls Pioneering Portfolio Management an excellent book.

Marks said Chancellor's book helped him understand bubble behavior around the late-1990s technology boom.

The quote is taken word for word from the source. It is a mention, not counted as a direct recommendation.

Oaktree Capital · 2023-07-10 · accessed 2026-06-22

Article · Oaktree memo

The Oaktree memo page calls Devil Take the Hindmost excellent and says its historical bubble account informed Marks's thinking.

Marks used Chancellor's book on interest rates as relevant context for his memo about easy money and market behavior.

The quote is taken word for word from the source. It is a mention, not counted as a direct recommendation.

Oaktree Capital · 2024-01-09 · accessed 2026-06-22

Article · Oaktree memo

The Oaktree memo says The Price of Time was relevant to the trends Marks was discussing, but it is kept as mentioned rather than upgraded.

Marks mentioned and praised the Tavris and Aronson book while applying its ideas about self-justification to forecasting behavior.

The quote is taken word for word from the source. It is a mention, not counted as a direct recommendation.

Oaktree Capital · 2022-09-08 · accessed 2026-06-22

Article · Oaktree memo

The Oaktree memo calls Mistakes Were Made (but Not by Me) extremely interesting and summarizes its relevance to the memo.

Marks mentioned and praised Peterson's book while discussing fiscal pressures and long-term economic constraints.

The quote is taken word for word from the source. It is a mention, not counted as a direct recommendation.

Oaktree Capital · 2005-10-17 · accessed 2026-06-22

Article · Oaktree memo

The PDF memo says Marks read and reviewed Running on Empty and calls it excellent.

Marks mentioned and praised The Money Game while discussing market cycles, investor behavior, and quantitative investing.

The quote is taken word for word from the source. It is a mention, not counted as a direct recommendation.

Oaktree Capital · 2008-02-20 · accessed 2026-06-22

Article · Oaktree memo

The PDF memo calls The Money Game one of the great investment books of the 1960s.