Link para o artigo original : https://www.oaktreecapital.com/insights/memo-podcast/behind-the-memo-what-really-matters
Behind the Memo – What Really Matters?
In the latest episode of Behind the Memo, Howard discusses his most recent memo, What Really Matters?, and looks back on a year of memo-writing. He considers the themes that have dominated his thinking in 2022 and highlights his key messages for investors, including one they may not want to hear.