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

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

    FromThe Insight by Oaktree Capital

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

    FromThe Insight by Oaktree Capital

    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 (23)

    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.