The Insight by Oaktree Capital

By Oaktree Capital

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.


Category: Investing

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast
    

Subscribers: 46
Reviews: 0
Episodes: 38

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
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