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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.
Episoder
De 20 nyeste av 51 episoder
- Rates · 21 min · Episode 50In September, the U.S. Federal Reserve increased interest rates for the first time in three years, defying expectations for rate decreases in 2026. In our latest episode of The…
- Crossroads · 34 min · Episode 49Bob O’Leary and Armen Panossian (Co-CEOs, Credit) shared their latest credit market insights in a recent webcast held for clients. They discussed the forces reshaping the direct…
- The Flip Side · 28 min · Episode 48A more challenging corporate credit backdrop may not be entirely a bad thing. In the latest episode of The Insight: Conversations, we flip the script and consider the…
- Reflections on Oaktree Conference 2026 with Howard Marks · 33 min · Episode 47In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the…
- Dispersion · 24 min · Episode 46Bob O’Leary (Co-CEO and Portfolio Manager, Global Opportunities) and Armen Panossian (Co-CEO and Head of Performing Credit) shared their assessment of market dispersion in a…
- Europe · 23 min · Episode 45Get the latest on the European economic backdrop and the state of its private and liquid credit markets with Nael Khatoun (Portfolio Manager, European Private Debt), Madelaine…
- Vigilance · 26 min · Episode 44Oaktree's Brook Hinchman, Christina Lee, and Matt Pendo Discuss Topics Related to the Private Credit Industry
- Convergence · 32 min · Episode 43Oaktree's Armen Panossian, Raghav Khanna and Danielle Poli Discuss the Evolution of Private and Liquid Credit Markets
- 35 Years of Memos · 31 min · Episode 42Howard Marks Celebrates 35 Years of Memos with a Fireside Chat
- Undercurrents · 34 min · Episode 41Oaktree's Steve Tesoriere, Olivia Guthorn, and Justin Guichard Discuss Topics from the Latest Edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters
- On the Lookout · 30 min · Episode 40Oaktree's Armen Panossian and David Rosenberg Assess Today's Credit Markets
- Keeping Composed · 33 min · Episode 39Oaktree's Justin Quaglia, Madelaine Jones, and Christopher Gray discuss topics from the latest edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters
- Supply and Demand · 24 min · Episode 38Oaktree's Wayne Dahl and Suzana Peric discuss topics from Oaktree Credit Quarterly 1Q2025: Gridlock
- 30 Years of Oaktree · 22 min · Episode 37Oaktree's cofounders - Howard Marks, Bruch Karsh and Sheldon Stone - share stories about the firm's origins
- Off The Beaten Path · 29 min · Episode 36Oaktree's Matt Wilson, Christina Lee, and Jennifer Marques discuss topics from The Roundup: Top Takeaways from Oaktree's Quarterly Letters
- Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt · 37 min · Episode 35Oaktree's Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt Discuss Liability Management Exercises (LMEs)
- Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz · 35 min · Episode 34Oaktree's Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz discuss topics from the December edition of The Roundup: Top Takeaways from Oaktree's Quarterly Letters
- The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition · 16 min · Episode 33The December 2024 Edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters
- Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques · 35 min · Episode 32Oaktree's Armen Panossian, Brendan Beer and Jennifer Marques discuss topics from Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
- Performing Credit Quarterly 3Q2024: Who Are the Lenders Now? · 44 min · Episode 31Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
