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

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

    FromThe Insight by Oaktree Capital

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

    FromThe Insight by Oaktree Capital

    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 (24)

    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.