Behind the Memo: The Illusion of Knowledge - podcast episode cover

Behind the Memo: The Illusion of Knowledge

Sep 13, 202223 minEp. 29
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Episode description

In the latest episode of Behind the Memo, Howard discusses key themes from his recent memo, The Illusion of Knowledge.  He explains why creating helpful macro forecasts is so challenging and why “thinking about macro” and forecasting aren’t the same thing. 

You can listen to The Illusion of Knowledge in the prior episode or read it here (https://www.oaktreecapital.com/insights/memo/the-illusion-of-knowledge).

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Behind the Memo: The Illusion of Knowledge | The Memo by Howard Marks podcast - Listen or read transcript on Metacast