The Insight by Oaktree Capital
By Oaktree Capital
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Category: Investing
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Subscribers: 50
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Episodes: 48
Description
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.
| Episode | Date |
|---|---|
|
Reflections on Oaktree Conference 2026 with Howard Marks
|
Mar 24, 2026 |
|
Dispersion
|
Feb 10, 2026 |
|
Europe
|
Jan 14, 2026 |
|
Vigilance
|
Dec 15, 2025 |
|
Convergence
|
Nov 13, 2025 |
|
35 Years of Memos
|
Oct 14, 2025 |
|
Undercurrents
|
Oct 09, 2025 |
|
On the Lookout
|
Aug 21, 2025 |
|
Keeping Composed
|
Jul 10, 2025 |
|
Supply and Demand
|
May 27, 2025 |
|
30 Years of Oaktree
|
May 06, 2025 |
|
Off The Beaten Path
|
Apr 08, 2025 |
|
Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt
|
Feb 13, 2025 |
|
Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz
|
Jan 15, 2025 |
|
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition
|
Dec 12, 2024 |
|
Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques
|
Nov 13, 2024 |
|
Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
|
Oct 30, 2024 |
|
Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien
|
Oct 10, 2024 |
|
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition
|
Sep 26, 2024 |
|
Conversations: The Changing Face of Private Credit at Oaktree Conference 2024
|
Sep 17, 2024 |
|
Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl
|
Aug 08, 2024 |
|
Performing Credit Quarterly 2Q2024: The Dual Economy
|
Jul 30, 2024 |
|
Conversations: Oaktree Conference 2024 Edition
|
Jul 02, 2024 |
|
The Roundup: Top Takeaways from Oaktree Conference 2024
|
Jun 27, 2024 |
|
Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
|
May 06, 2024 |
|
Performing Credit Quarterly 1Q2024: Unusually Uncertain
|
Apr 30, 2024 |
|
Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang
|
Apr 11, 2024 |
|
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition
|
Mar 28, 2024 |
|
Conversations: NAV Finance 101 with Pierre-Antoine de Selancy
|
Mar 07, 2024 |
|
NAV Finance 101: The Next Generation of Private Credit
|
Mar 07, 2024 |
|
Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl
|
Feb 15, 2024 |
|
Performing Credit Quarterly 4Q2023: The Goldilocks Trap
|
Jan 30, 2024 |
|
Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
|
Jan 04, 2024 |
|
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition
|
Dec 14, 2023 |
|
Conversations: Special Episode with Annie Duke and Howard Marks
|
Dec 06, 2023 |
|
Conversations: Full Return World with Howard Marks and Armen Panossian
|
Nov 02, 2023 |
|
Performing Credit Quarterly 3Q2023: Tails, You Lose?
|
Oct 26, 2023 |
|
Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
|
Oct 05, 2023 |
|
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2023 Edition
|
Sep 26, 2023 |
|
Conversations: European Credit at a Turning Point
|
Sep 07, 2023 |
|
Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
|
Aug 08, 2023 |
|
Performing Credit Quarterly 2Q2023: Fighting The Fed
|
Jul 27, 2023 |
|
Conversations: This Time Might Be Different with Howard Marks and David Rosenberg
|
Jun 27, 2023 |
|
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition
|
Jun 21, 2023 |
|
Conversations: Cutting Through the Economic Noise with Wayne Dahl
|
May 25, 2023 |
|
Performing Credit Quarterly 1Q2023: Flight Risk
|
Apr 20, 2023 |
|
Conversations: Performing Credit Quarterly 1Q2023
|
Apr 20, 2023 |
|
Introducing The Insight by Oaktree Capital
|
Mar 21, 2023 |