The Insight by Oaktree Capital

A podcast by Oaktree Capital

Categories:

Business

36 Episodes

  1. Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt

    Published: 2/13/2025

  2. Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz

    Published: 1/15/2025

  3. The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition

    Published: 12/12/2024

  4. Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques

    Published: 11/13/2024

  5. Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?

    Published: 10/30/2024

  6. Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien

    Published: 10/10/2024

  7. The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition

    Published: 9/26/2024

  8. Conversations: The Changing Face of Private Credit at Oaktree Conference 2024

    Published: 9/17/2024

  9. Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl

    Published: 8/8/2024

  10. Performing Credit Quarterly 2Q2024: The Dual Economy

    Published: 7/30/2024

  11. Conversations: Oaktree Conference 2024 Edition

    Published: 7/2/2024

  12. The Roundup: Top Takeaways from Oaktree Conference 2024

    Published: 6/27/2024

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

    Published: 5/6/2024

  14. Performing Credit Quarterly 1Q2024: Unusually Uncertain

    Published: 4/30/2024

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

    Published: 4/11/2024

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

    Published: 3/28/2024

  17. Conversations: NAV Finance 101 with Pierre-Antoine de Selancy

    Published: 3/7/2024

  18. NAV Finance 101: The Next Generation of Private Credit

    Published: 3/7/2024

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

    Published: 2/15/2024

  20. Performing Credit Quarterly 4Q2023: The Goldilocks Trap

    Published: 1/30/2024

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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.