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    Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

    Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

    FromThe Insight by Oaktree Capital

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    Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

    FromThe Insight by Oaktree Capital

    ratings:
    Length:
    35 minutes
    Released:
    Jan 4, 2024
    Format:
    Podcast episode

    Description

    What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit?  What’s happening in life sciences lending today? Find out by listening to the latest episode of The Insight: Conversations with Howard Marks (Co-Chairman), David Rosenberg (Co-Portfolio Manager, Global Credit), and Aman Kumar (Co-Portfolio Manager, Life Sciences Lending). They discuss topics from the December edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters and consider what investors should focus on as we enter 2024 – and what remains unknowable.
    Released:
    Jan 4, 2024
    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.