24 episodes

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.

The Insight by Oaktree Capital Oaktree Capital

    • Business

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.

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

    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

    • 31 min
    Performing Credit Quarterly 1Q2024: Unusually Uncertain

    Performing Credit Quarterly 1Q2024: Unusually Uncertain

    Performing Credit Quarterly 1Q2024: Unusually Uncertain

    • 44 min
    Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang

    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

    • 42 min
    The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition

    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

    • 18 min
    Conversations: NAV Finance 101 with Pierre-Antoine de Selancy

    Conversations: NAV Finance 101 with Pierre-Antoine de Selancy

    17Capital Cofounder and Managing Partner Pierre-Antoine de Selancy discusses the NAV finance opportunity and outlook

    • 20 min
    NAV Finance 101: The Next Generation of Private Credit

    NAV Finance 101: The Next Generation of Private Credit

    A NAV finance explainer authored by Oaktree's Armen Panossian and 17Capital's Pierre-Antoine de Selancy

    • 14 min

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