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    The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

    The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

    FromThe Memo by Howard Marks

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    The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

    FromThe Memo by Howard Marks

    ratings:
    Length:
    34 minutes
    Released:
    Jun 27, 2023
    Format:
    Podcast episode

    Description

    David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism and why this time might actually be different in financial markets.
    Released:
    Jun 27, 2023
    Format:
    Podcast episode

    Titles in the series (54)

    On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.