All episodes of The Insight by Oaktree Capital

Episodes

Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

Oaktree's Howard Marks, Armen Panossian, and David Rosenberg discuss topics from Performing Credit Quarterly 1Q2024: Unusually Uncertain

Published 05/06/24

Performing Credit Quarterly 1Q2024: Unusually Uncertain

Published 04/30/24

The Insight by Oaktree Capital

Published 04/30/24

Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang

Oaktree's Robert O'Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang discuss topics from the March edition of The Roundup: Top Takeaways from Oaktree's Quarterly Letters

Published 04/11/24

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition

The March 2024 Edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters

Published 03/28/24

Conversations: NAV Finance 101 with Pierre-Antoine de Selancy

17Capital Cofounder and Managing Partner Pierre-Antoine de Selancy discusses the NAV finance opportunity and outlook

Published 03/07/24

NAV Finance 101: The Next Generation of Private Credit

A NAV finance explainer authored by Oaktree's Armen Panossian and 17Capital's Pierre-Antoine de Selancy

Published 03/07/24

Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl

Oaktree's Armen Panossian, Danielle Poli, and Wayne Dahl discuss topics from Performing Credit Quarterly 4Q2023: The Goldilocks Market

Published 02/15/24

Performing Credit Quarterly 4Q2023: The Goldilocks Trap

Performing Credit Quarterly 4Q2023 - The Goldilocks Trap

Published 01/30/24

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

Oaktree's Howard Marks, David Rosenberg and Aman Kumar discuss topics from the December edition of The Roundup: Top Takeaways from Oaktree's Quarterly Letters

Published 01/04/24

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition

The December 2023 Edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters

Published 12/14/23

Conversations – Special Episode with Annie Duke and Howard Marks

Oaktree's Howard Marks and author Annie Duke discuss "You Bet!"

Published 12/06/23

Conversations – Full Return World with Howard Marks and Armen Panossian

Oaktree's Howard Marks and Armen Panossian Discuss "Further Thoughts on 'Sea Change' and Performing Credit Quarterly 3Q2023

Published 11/02/23

Performing Credit Quarterly 3Q2023 - Tails, You Lose?

Published 10/26/23

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

Oaktree’s Wayne Dahl, Robert O'Leary and Mark Jacobs discuss the September 2023 edition of The Roundup

Published 10/05/23

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2023 Edition

The September 2023 Edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters

Published 09/26/23

Conversations – European Credit at a Turning Point

European Credit at a Turning Point with Oaktree's Armen Panossian, Madelaine Jones, and Nael Khatoun

Published 09/07/23

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

Oaktree’s Armen Panossian, Danielle Poli, and Megan Messina discuss topics from Performing Credit Quarterly 2Q2023: Fighting The Fed

Published 08/08/23

Performing Credit Quarterly 2Q2023 - Fighting The Fed

Published 07/27/23

The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

Oaktree’s Howard Marks and David Rosenberg discuss the June 2023 edition of The Roundup

Published 06/27/23

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition

The June 2023 Edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters

Published 06/21/23

The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

Oaktree’s Wayne Dahl and Anna Szymanski discuss how investors can cut through noisy data

Published 05/25/23

Performing Credit Quarterly 1Q2023 – Flight Risk

Published 04/20/23

Conversations – Performing Credit Quarterly 1Q2023

Oaktree’s Armen Panossian and Howard Marks Discuss the 1Q2023 Performing Credit Quarterly and Lessons from Silicon Valley Bank

Published 04/20/23

Introducing The Insight by Oaktree Capital

Subscribe to The Insight by Oaktree Capital

Published 03/21/23