Oaktree Capital Management avatar

Investment memo · 2025-06-18

More on Repealing the Laws of Economics

Oaktree Capital Management · Howard Marks

Economic laws Policy Fiscal deficit Price signals

AI summary and analysis

Marks continues the discussion of economic laws and policy intervention, using insurance, rents, tariffs, and fiscal deficits to illustrate the side effects of governments trying to suppress price signals.

Key points

  • He believes that economic laws are not political slogans, and that if prices, supply and demand, and incentives are forcibly distorted, they will usually generate greater costs elsewhere.
  • The California fire insurance example illustrates that if prices do not reflect the true risk, supply will withdraw and consumers end up with unavailable insurance rather than cheap insurance.
  • He extended this logic to tariffs, rent controls, and fiscal deficits, emphasizing that there was often a gap between policy goals and economic outcomes.
  • For investors, policy is not a negligible variable; it changes capital allocation, industry profits, and risk pricing.
  • This memo places the topics of macro policy, insurance, fiscal deficits, and interest rates within the same risk framework.

Other viewpoints from the same firm

What’s Going on in Private Credit?

Howard Marks sorts out the evolution of private credit and direct lending. The focus is not to simply judge whether the industry is good or bad, but to remind investors to distinguish between asset structure, underwriting discipline, leverage, liquidity and cycle testing.

Investment memo

AI Hurtles Ahead

Marks discusses AI again, but the core is not to predict which company will win, but to use bubbles, infrastructure overinvestment, and price discipline to evaluate the investment risks of AI assets.

Investment memo

Is It a Bubble?

Marks responded directly to the AI bubble issue. He did not simply give a binary answer, but split it into four levels: corporate investment behavior, investor psychology, AI infrastructure and market pricing.

Investment memo

Cockroaches in the Coal Mine

Marks discusses risk exposure using the case of early stage problems in credit markets. His concern is whether localized defaults and stress events represent a broader credit cycle turn.

Investment memo

A Look Under the Hood

Marks starts from the perspective of the institutional investment process and discusses easily overlooked issues in investment committees, advisors, risk metrics, and portfolio governance.

Investment memo

The Best of...

Marks creates a curated index of his 35 years of memo writing, directly giving the material he believes best represents Oaktree's investment thinking and market cycle observations.

Investment memo