Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

FromThe Insight by Oaktree Capital


Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

FromThe Insight by Oaktree Capital

ratings:
Length:
29 minutes
Released:
Oct 5, 2023
Format:
Podcast episode

Description

How have credit investors been successfully navigating the volatile interest rate environment?  Which sectors currently look attractive to opportunistic credit investors?  What are some of the major misconceptions about today’s commercial real estate market?  In this episode of The Insight: Conversations, Wayne Dahl (Assistant Portfolio Manager, Global Credit), Robert O’Leary (Portfolio Manager, Global Opportunities), and Mark Jacobs (Co-Portfolio Manager, Real Estate Income) discuss topics from the September edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktrees-quarterly-letters-september-2023-edition) and explain what it means to be in a credit picker’s market.
Released:
Oct 5, 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.