Cele mai bune Oaktree Capital podcast-uri (2024)

1
Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques 34:34

13d ago34:34

34:34

In the latest episode of The Insight: Conversations, Armen Panossian (Co-CEO and Head of Performing Credit), Brendan Beer (Co-Portfolio Manager, Structured Credit and Asset-Backed Finance) and Jennifer Marques (Head of Strategy and Structuring, Asset-Backed Finance) discuss topics from the recently published Performing Credit Quarterly 3Q2024: Who …

1
Performing Credit Quarterly 3Q2024: Who Are the Lenders Now? 43:46

27d ago43:46

43:46

In the latest Performing Credit Quarterly, Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) explore the next frontier of private credit: asset-backed finance. They discuss how major regulatory changes are causing traditional lenders to retrench from the space, leaving a significan…

1
Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien 38:45

2M ago38:45

38:45

Where are we currently in the credit cycle? Why might issuers be delaying their day of reckoning? And how are investors using demographic shifts to find new opportunities in the real estate market? In the latest episode of The Insight: Conversations, Robert O’Leary (co-CEO), Steve Tesoriere (Co-Portfolio Manager, Value Opportunities), Kenya William…

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition 16:02

2M ago16:02

16:02

The Federal Reserve’s highly telegraphed interest rate cut in September has created a new market dynamic: interest rates are set to moderate, but perhaps not enough to help many companies still facing extraordinary debt burdens. In the current installment of The Roundup, Oaktree experts, including co-CEO Robert O’Leary, explore various topics relat…

1
Conversations: The Changing Face of Private Credit at Oaktree Conference 2024 39:37

2M ago39:37

39:37

In this special edition of The Insight: Conversations, we’re airing an excerpt from the private credit panel held at Oaktree’s recent biannual client conference in London on May 15, 2024. Key members of Oaktree’s private credit platform discuss how the asset class has evolved in recent years and where it may be heading next. They explore the dramat…

1
Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl 36:06

4M ago36:06

36:06

The disparity between the haves and the have-nots has widened meaningfully in the U.S. economy over the last year. As a result, healthy aggregate macroeconomic indicators have often obscured the weakness building among pockets of the population. In the latest episode of The Insight: Conversations, Armen Panossian (Co-CEO and Head of Performing Cred…

1
Performing Credit Quarterly 2Q2024: The Dual Economy 41:37

4M ago41:37

41:37

In the latest Performing Credit Quarterly, Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss how conflicting trends in the bifurcated U.S. economy are sending mixed signals and creating challenges for both central bankers and investors. They discuss the potential implicatio…

1
Conversations: Oaktree Conference 2024 Edition 39:14

5M ago39:14

39:14

In a special edition of The Insight: Conversations, you’ll hear excerpts from multiple sessions held during Oaktree’s recent biannual client conference. Oaktree co-chairman Howard Marks does a deep dive into his sea change thesis, members of Oaktree’s Global Credit team examine the most significant trends impacting the high yield bond and leveraged…

1
The Roundup: Top Takeaways from Oaktree Conference 2024 19:44

5M ago19:44

19:44

Oaktree recently held its biennial client conference featuring presentations from co-chairman Howard Marks, co-CEOs Robert O’Leary and Armen Panossian, and many other key Oaktree thought leaders. In a special edition of The Roundup, we’ve highlighted various topics discussed at Oaktree Conference 2024, including the next frontier of private credit,…

1
Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg 31:12

7M ago31:12

31:12

Where are we in the market cycle? Why is it healthy to be uncertain? And what does it mean to actually “be opportunistic”? In the latest episode of The Insight: Conversations, Howard Marks (Co-Chairman), Armen Panossian (Co-CEO), and David Rosenberg (Head of Liquid Performing Credit) discuss these and other topics from the recently published Perfor…

1
Performing Credit Quarterly 1Q2024: Unusually Uncertain 44:19

7M ago44:19

44:19

Oaktree co-chairman Howard Marks recently noted that many investors today are feeling “unusually uncertain” about the future of the economy and financial markets. In the latest Performing Credit Quarterly, Armen Panossian (co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) explore the pockets of ris…

1
Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang 42:31

8M ago42:31

42:31

What were some of the biggest surprises in credit markets during the first quarter? Why might global convertibles be set for a rebound? And why do many Chinese equities look more attractive today than they did a year ago? In the latest episode of The Insight: Conversations, Robert O’Leary (co-CEO), Armen Panossian (co-CEO), Jean-Pierre Latrille (Po…

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition 18:06

8M ago18:06

18:06

In this installment of The Roundup, you’ll learn what Oaktree’s new co-CEOs, Robert O’Leary and Armen Panossian, think about today’s investment environment. You’ll also find insights about opportunistic credit, asset-backed finance, the Chinese equity market, and more. You can read The Roundup here (https://www.oaktreecapital.com/insights/insight-c…

1
Conversations: NAV Finance 101 with Pierre-Antoine de Selancy 20:14

9M ago20:14

20:14

Learn about the next generation of private credit with Pierre-Antoine de Selancy, Cofounder and Managing Partner of 17Capital. 17Capital, which partnered with Oaktree in 2022, is a market leader in NAV finance. Pierre-Antoine explains what NAV finance is, why it has become so popular, and why its growth is likely to accelerate in the coming years.…

1
NAV Finance 101: The Next Generation of Private Credit 14:48

9M ago14:48

14:48

Learn all about NAV finance, a rapidly growing segment of the private credit landscape, in this explainer, which was authored by Armen Panossian (Co-CEO and Head of Performing Credit) and Pierre-Antoine de Selancy (Cofounder and Managing Partner, 17Capital). They discuss the evolution of NAV finance, the benefits for both lenders and borrowers, and…

1
Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl 49:59

10M ago49:59

49:59

Which macroeconomic tailwinds are weakening and potentially turning into headwinds? Why may it now be easier to find a signal amid the economic noise? And what are the implications for credit investors? In the latest episode of The Insight: Conversations, Armen Panossian (incoming co-CEO and Head of Performing Credit), Danielle Poli (Assistant Port…

1
Performing Credit Quarterly 4Q2023: The Goldilocks Trap 44:12

10M ago44:12

44:12

In the latest Performing Credit Quarterly, Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss the “Goldilocks thinking” prevalent in today’s markets, highlighting the potential pitfalls and opportunities it’s creating. At a time when several long- and short-term economic tailwinds appe…

1
Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar 35:13

11M ago35:13

35:13

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, Lif…

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition 20:44

12M ago20:44

20:44

In 2023, credit markets have experienced dramatic swings in investor sentiment, unexpected geopolitical events, and the second consecutive year of rising interest rates. In the current installment of The Roundup, Oaktree experts consider where opportunities and risks are emerging in various assets classes – including high yield bonds, CLOs, and Eur…

1
Conversations: Special Episode with Annie Duke and Howard Marks 51:35

12M ago51:35

51:35

Special guest Annie Duke (former professional poker player, best-selling author) joins Howard Marks to discuss ideas from her book Thinking in Bets and Howard’s memo You Bet! They explore luck, decision quality, uncertainty, and more in this special episode of The Insight: Conversations.

1
Conversations: Full Return World with Howard Marks and Armen Panossian 31:02

1y ago31:02

31:02

Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to Howard’s latest memo, Further Thoughts on Sea Change, and Oaktree’s recently published Performing Credit Quarterly 3Q2023 in this crossover episode of The Insight: Conversations and Behind the Memo. They consider the implications of the potential se…

1
Performing Credit Quarterly 3Q2023: Tails, You Lose? 41:08

1y ago41:08

41:08

In the latest Performing Credit Quarterly, Oaktree argues that investors analyzing today’s leveraged credit markets should focus less on average risk and more on tail risk, as this segment of the market is currently much more vulnerable than usual. Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Cr…

1
Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs 29:25

1y ago29:25

29:25

How have credit investors been successfully navigating the volatile interest rate environment? Which sectors currently look attractive to opportunistic credit investors? What are some of the major misconceptions about today’s commercial real estate market? In this episode of The Insight: Conversations, Wayne Dahl (Assistant Portfolio Manager, Globa…

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2023 Edition 19:22

1y ago19:22

19:22

We may be in the first act of what could be a long drama unfolding across markets, as companies face the prospect of higher-for-longer borrowing costs and investors adjust to a new environment in which rigorous credit analysis, not inexpensive debt, will likely be the key to generating superior returns. In the current installment of The Roundup, Oa…

1
Conversations: European Credit at a Turning Point 42:08

1y ago42:08

42:08

Learn about the current state of European credit and the dramatic changes seen over the last year in this thought-provoking discussion with Armen Panossian (Head of Performing Credit), Madelaine Jones (Portfolio Manager, European Senior Loans and European High Yield Bonds), and Nael Khatoun (Head of European Private Debt). They consider the challen…

1
Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina 33:55

1+ y ago33:55

33:55

Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messina (Head of CLO Capital Markets) discuss topics from the 2Q2023 Performing Credit Quarterly. They consider the current tug-of war between fiscal and monetary policy, opportunities in credit, and what many investors are getting wro…

1
Performing Credit Quarterly 2Q2023: Fighting The Fed 43:21

1+ y ago43:21

43:21

The U.S. economy continues to send mixed messages – but that may be because the Biden administration’s desire to keep the economy churning has clashed with the Federal Reserve’s interest in throwing sand in the gears. In Oaktree’s latest Performing Credit Quarterly, Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio …

1
Conversations: This Time Might Be Different with Howard Marks and David Rosenberg 33:37

1+ y ago33:37

33:37

David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism and why this time might actually be different in financial markets.…

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition 23:00

1+ y ago23:00

23:00

Oaktree believes the investment environment may be undergoing a dramatic change, not simply a cyclical fluctuation. In the current installment of The Roundup, Oaktree portfolio managers explore the changes we’re already seeing in credit markets and consider what may lie ahead. What catalysts might widen the distressed liquid credit universe? How is…

1
Conversations: Cutting Through the Economic Noise with Wayne Dahl 35:27

1+ y ago35:27

35:27

Oaktree 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.

1
Performing Credit Quarterly 1Q2023: Flight Risk 38:20

1+ y ago38:20

38:20

When 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…

1
Conversations: Performing Credit Quarterly 1Q2023 35:37

1+ y ago35:37

35:37

In 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,…

1
Introducing The Insight by Oaktree Capital 1:18

1+ y ago1:18

1:18

Welcome to The Insight by Oaktree Capital

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1
The Insight by Oaktree Capital

Oaktree Capital

1
Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques 34:34

1
Performing Credit Quarterly 3Q2024: Who Are the Lenders Now? 43:46

1
Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien 38:45

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition 16:02

1
Conversations: The Changing Face of Private Credit at Oaktree Conference 2024 39:37

1
Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl 36:06

1
Performing Credit Quarterly 2Q2024: The Dual Economy 41:37

1
Conversations: Oaktree Conference 2024 Edition 39:14

1
The Roundup: Top Takeaways from Oaktree Conference 2024 19:44

1
Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg 31:12

1
Performing Credit Quarterly 1Q2024: Unusually Uncertain 44:19

1
Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang 42:31

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition 18:06

1
Conversations: NAV Finance 101 with Pierre-Antoine de Selancy 20:14

1
NAV Finance 101: The Next Generation of Private Credit 14:48

1
Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl 49:59

1
Performing Credit Quarterly 4Q2023: The Goldilocks Trap 44:12

1
Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar 35:13

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition 20:44

1
Conversations: Special Episode with Annie Duke and Howard Marks 51:35

1
Conversations: Full Return World with Howard Marks and Armen Panossian 31:02

1
Performing Credit Quarterly 3Q2023: Tails, You Lose? 41:08

1
Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs 29:25

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2023 Edition 19:22

1
Conversations: European Credit at a Turning Point 42:08

1
Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina 33:55

1
Performing Credit Quarterly 2Q2023: Fighting The Fed 43:21

1
Conversations: This Time Might Be Different with Howard Marks and David Rosenberg 33:37

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition 23:00

1
Conversations: Cutting Through the Economic Noise with Wayne Dahl 35:27

1
Performing Credit Quarterly 1Q2023: Flight Risk 38:20

1
Conversations: Performing Credit Quarterly 1Q2023 35:37

1
Introducing The Insight by Oaktree Capital 1:18

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