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The Insight by Oaktree Capital
Oaktree Capital
41 episodes
1 month ago

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.

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Investing
Business,
Management
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All content for The Insight by Oaktree Capital is the property of Oaktree Capital and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...
Investing
Business,
Management
Episodes (20/41)
The Insight by Oaktree Capital
Keeping Composed
Oaktree's Justin Quaglia, Madelaine Jones, and Christopher Gray discuss topics from the latest edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters
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1 month ago
32 minutes 33 seconds

The Insight by Oaktree Capital
Supply and Demand
Oaktree's Wayne Dahl and Suzana Peric discuss topics from Oaktree Credit Quarterly 1Q2025: Gridlock
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2 months ago
24 minutes 9 seconds

The Insight by Oaktree Capital
30 Years of Oaktree
Oaktree's cofounders - Howard Marks, Bruch Karsh and Sheldon Stone - share stories about the firm's origins
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3 months ago
22 minutes 3 seconds

The Insight by Oaktree Capital
Off The Beaten Path
Oaktree's Matt Wilson, Christina Lee, and Jennifer Marques discuss topics from The Roundup: Top Takeaways from Oaktree's Quarterly Letters
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4 months ago
29 minutes 26 seconds

The Insight by Oaktree Capital
Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt
Oaktree's Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt Discuss Liability Management Exercises (LMEs)
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6 months ago
36 minutes 49 seconds

The Insight by Oaktree Capital
Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz
Oaktree's Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz discuss topics from the December edition of The Roundup: Top Takeaways from Oaktree's Quarterly Letters
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7 months ago
35 minutes 20 seconds

The Insight by Oaktree Capital
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition
The December 2024 Edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters
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8 months ago
15 minutes 39 seconds

The Insight by Oaktree Capital
Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques
Oaktree's Armen Panossian, Brendan Beer and Jennifer Marques discuss topics from Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
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9 months ago
34 minutes 34 seconds

The Insight by Oaktree Capital
Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
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9 months ago
43 minutes 46 seconds

The Insight by Oaktree Capital
Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien
Oaktree's Robert O'Leary, Steve Tesoriere, Kenya Williams and Nicole Adrien discuss topics from the September edition of The Roundup: Top Takeaways from Oaktree's Quarterly Letters
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10 months ago
38 minutes 45 seconds

The Insight by Oaktree Capital
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition
The September 2024 Edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters
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10 months ago
16 minutes 2 seconds

The Insight by Oaktree Capital
Conversations: The Changing Face of Private Credit at Oaktree Conference 2024
Oaktree Experts Discuss the Changing Face of Private Credit at Oaktree Conference 2024
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11 months ago
39 minutes 37 seconds

The Insight by Oaktree Capital
Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl
Oaktree's Armen Panossian and Wayne Dahl discuss topics from Performing Credit Quarterly 2Q2024: The Dual Economy
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1 year ago
36 minutes 6 seconds

The Insight by Oaktree Capital
Performing Credit Quarterly 2Q2024: The Dual Economy
Performing Credit Quarterly 2Q2024: The Dual Economy
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1 year ago
41 minutes 37 seconds

The Insight by Oaktree Capital
Conversations: Oaktree Conference 2024 Edition
Select Discussions from Oaktree Conference 2024
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1 year ago
39 minutes 14 seconds

The Insight by Oaktree Capital
The Roundup: Top Takeaways from Oaktree Conference 2024
The Roundup: Top Takeaways from Oaktree Conference 2024
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1 year ago
19 minutes 44 seconds

The Insight by Oaktree Capital
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
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1 year ago
31 minutes 12 seconds

The Insight by Oaktree Capital
Performing Credit Quarterly 1Q2024: Unusually Uncertain
Performing Credit Quarterly 1Q2024: Unusually Uncertain
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1 year ago
44 minutes 19 seconds

The Insight by Oaktree Capital
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
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1 year ago
42 minutes 31 seconds

The Insight by Oaktree Capital
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
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1 year ago
18 minutes 6 seconds

The Insight by Oaktree Capital

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.