The Insight by Oaktree Capital
by Oaktree Capital
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.
Copyright: © 2023
Episodes
The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
35m · PublishedOaktree Investment Risk Officer Wayne Dahl explains why economic statistics can tell conflicting stories and what this means for credit investors trying to make sense of today’s noisy data.
Performing Credit Quarterly 1Q2023 – Flight Risk
38m · PublishedWhen a period of easy money comes to an abrupt end, simmering risks typically erupt, as we recently saw in the banking sector. Armen Panossian (Head of Performing Credit) and Danielle Poli (Head of the Product Specialist Group) explain why they believe more pockets of stress will likely burst as credit conditions tighten – and why this will benefit bargain hunters.
Conversations – Performing Credit Quarterly 1Q2023
35m · PublishedIn the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and Howard Marks (Co-Chairman) discuss key takeaways from the 1Q2023 Performing Credit Quarterly, including the potential ramifications of the recent banking turmoil, opportunities in private credit, and a possible rise in distress. As part of the discussion, they explore Howard’s memo Lessons from Silicon Valley Bank.
Introducing The Insight by Oaktree Capital
1m · PublishedWelcome to The Insight by Oaktree Capital
The Insight by Oaktree Capital has 24 episodes in total of non- explicit content. Total playtime is 13:00:33. The language of the podcast is English. This podcast has been added on April 23rd 2023. It might contain more episodes than the ones shown here. It was last updated on May 21st, 2024 23:11.
