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The Insight by Oaktree Capital

The Insight by Oaktree Capital


The Insight by Oaktree Capital

ratings:
Length:
24 episodes
Language:
English
Format:
Podcast

Description

The Insight by Oaktree Capital lets you know what Oaktree leaders think are the most important things for investors to focus on today. The Insight provides you with audio versions of many popular Oaktree publications so that you can learn about trends impacting a wide variety of asset classes. And it features conversations with many of Oaktree’s leading experts, including Howard Marks, about relative value, investment theory, and the market environment. The Insight goes beyond today’s market chatter to offer up engaging and sometimes contrarian thoughts on investing today.
Language:
English
Format:
Podcast

Episodes1 - 10 of 24 episodes

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Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

Where are we in the market cycle? Why is it healthy to be uncertain? And what does it m...

31 minutes
May 06, 2024

Performing Credit Quarterly 1Q2024: Unusually Uncertain

Oaktree co-chairman Howard Marks recently noted that many investors today are feeling “...

44 minutes
Apr 30, 2024

Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang

What were some of the biggest surprises in credit markets during the first quarter? Why...

42 minutes
Apr 11, 2024

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition

In this installment of The Roundup, you’ll learn what Oaktree’s new co-CEOs, Robert O’L...

18 minutes
Mar 28, 2024

NAV Finance 101: The Next Generation of Private Credit

Learn all about NAV finance, a rapidly growing segment of the private credit landscape,...

14 minutes
Mar 07, 2024

Conversations: NAV Finance 101 with Pierre-Antoine de Selancy

Learn about the next generation of private credit with Pierre-Antoine de Selancy, Cofou...

20 minutes
Mar 07, 2024

Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl

Which macroeconomic tailwinds are weakening and potentially turning into headwinds? Why...

49 minutes
Feb 15, 2024

Performing Credit Quarterly 4Q2023: The Goldilocks Trap

In the latest Performing Credit Quarterly, Armen Panossian (Head of Performing Credit) ...

44 minutes
Jan 30, 2024

Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

What is a “normal” investment environment? What might a recession in 2024 mean for liqu...

35 minutes
Jan 04, 2024

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition

In 2023, credit markets have experienced dramatic swings in investor sentiment, unexpec...

20 minutes
Dec 14, 2023