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    The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

    The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

    FromThe Memo by Howard Marks

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    The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

    FromThe Memo by Howard Marks

    ratings:
    Length:
    34 minutes
    Released:
    Aug 8, 2023
    Format:
    Podcast episode

    Description

    Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messina (Head of CLO Capital Markets) discuss topics from the 2Q2023 Performing Credit Quarterly.  They consider the current tug-of war between fiscal and monetary policy, opportunities in credit, and what many investors are getting wrong about today’s CLO market.
    Released:
    Aug 8, 2023
    Format:
    Podcast episode

    Titles in the series (53)

    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.