The Insight By Oaktree Capital podcast

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Inhalt bereitgestellt von Anna Szymanski and Oaktree Capital. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Anna Szymanski and Oaktree Capital oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

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Louis Partridge (House of Guinness) 44:34

vor 7 Tagen44:34

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44:34

Skip Intro comes to New York this week to talk to Louis Partridge of Enola Holmes fame. Partridge takes on the role of Edward Guinness in the new series House of Guinness . He also stars as Wickham in Netflix’s upcoming Pride & Prejudice adaptation, as well as the younger Billy Crudup character in Noah Baumbach’s Jay Kelly . The 22-year-old actor shares what it was like to meet his first casting director, playing rugby and being mischievous in school, and his girlfriend’s funny American accent. Video episodes available on Still Watching Netflix YouTube Channel. Listen to more from Netflix Podcasts .…

The Insight by Oaktree Capital

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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.

42 Episoden

#MBA #Trading #Business #Anna Szymanski #Oaktree Capital

The Insight by Oaktree Capital

21 subscribers

updated vor etwa einem Tag

Serie-Home•Feed

42 Episoden

#MBA #Trading #Business #Anna Szymanski #Oaktree Capital

Alle Folgen

The Insight by Oaktree Capital

1
Undercurrents 34:20

vor 1 day34:20

34:20

In the latest episode of The Insight: Conversations , Oaktree experts assess the bifurcation in equity and credit markets today, examine dislocation in the healthcare sector, and take a closer look at the recent resurgence of activity within commercial real estate. Steve Tesoriere (Co-Portfolio Manager, Value Opportunities), Olivia Guthorn (Managing Director, Global Opportunities), and Justin Guichard (Co-Portfolio Manager, Real Estate Debt) explore these topics and more from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters .…

The Insight by Oaktree Capital

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On the Lookout 30:14

vor 7 weeks30:14

30:14

In the latest episode, Armen Panossian (Co-CEO and Head of Performing Credit) and David Rosenberg (Head of Liquid Performing Credit) assess today’s credit markets, including where pockets of relative value may be found, how a global approach can benefit investors, and why public and private credit markets are converging.…

The Insight by Oaktree Capital

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Keeping Composed 32:33

vor 13 weeks32:33

32:33

In the latest episode of The Insight: Conversations , Oaktree experts examine the recent volatility in the credit markets, discuss shifting perceptions of European credit, and take a closer look at asset-backed finance. Justin Quaglia (Managing Director, Credit Trading), Madelaine Jones (Portfolio Manager, European High Yield Bonds and Senior Loans), and Christopher Gray (Managing Director, Structured Credit) explore these topics and more from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters .…

The Insight by Oaktree Capital

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Supply and Demand 24:09

vor 19 weeks24:09

24:09

In the latest episode, we assess the state of the public and private credit markets, looking at the current balance of supply and demand and considering the risks and opportunities for investors. Join Wayne Dahl (Co-Portfolio Manager, Global Credit) and Suzana Perić (Managing Director, Sourcing & Origination) as they discuss topics from the recently published Oaktree Credit Quarterly 1Q2025: Gridlock .…

The Insight by Oaktree Capital

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30 Years of Oaktree 22:03

vor 22 weeks22:03

22:03

In celebration of Oaktree’s 30th anniversary on April 10, 2025, cofounders Howard Marks (Co-Chairman), Bruce Karsh (Co-Chairman and Chief Investment Officer), and Sheldon Stone (Principal and Co-Portfolio Manager, High Yield Bonds) held a fireside chat for employees where they shared stories about Oaktree’s origins and the firm’s journey over the last three decades. We’re excited to share an excerpt from their conversation.…

The Insight by Oaktree Capital

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Off The Beaten Path 29:26

vor 26 weeks29:26

29:26

What do elevated interest rates mean for private equity? Why is demand for junior capital solutions growing? What is the impact of the current supply/demand imbalance in asset-backed finance? In the latest episode of The Insight: Conversations , Matt Wilson (Co-Portfolio Manager, Special Situations), Christina Lee (Co-Portfolio Manager, U.S. Private Debt), and Jennifer Marques (Head of Strategy and Structuring, Structured Credit) discuss topics from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters .…

The Insight by Oaktree Capital

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Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt 36:49

vor 34 weeks36:49

36:49

Why have liability management exercises (LMEs) soared in prominence? What are the risks and opportunities associated with these transactions? And what factors determine successful navigation of the LME wave? Join Armen Panossian (Co-CEO and Head of Performing Credit), Ronnie Kaplan (Portfolio Manager, U.S. Senior Loans), and Ross Rosenfelt (Managing Director, Opportunistic Credit) as they discuss topics from the recently published Oaktree Credit Quarterly 4Q2024: The LME Wave.…

The Insight by Oaktree Capital

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Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz 35:20

vor 38 weeks35:20

35:20

Why have Treasury yields remained higher for longer and what does this mean for credit investors? What are the potential impacts of the historic stimulus recently announced in China? And what is the current outlook for income-generating real estate? In the latest episode of The Insight: Conversations , Danielle Poli (Assistant Portfolio Manager, Global Credit), Julio Herrera (Portfolio Manager, Emerging Markets Debt), Mark Jacobs (Co-Portfolio Manager, Real Estate Income), and Todd Molz (Chief Operating Officer) discuss topics from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters . You can listen to the December 2024 edition of The Roundup in the previous episode in this feed, or read it here (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktree-s-quarterly-letters-december-2024-edition).…

The Insight by Oaktree Capital

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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition 15:39

vor 43 weeks15:39

15:39

Amid a strong U.S. economy and potentially inflationary policies from the incoming administration, yields may remain higher for longer. High-income assets will likely benefit, but investors should avoid complacency, particularly given the unpredictability of macroeconomic factors. In the current installment of The Roundup, Oaktree experts examine the risks and opportunities in various asset classes, from financing solutions for life sciences companies and signs of stabilizing real estate valuations to the implications of China’s stimulus measures and the recent surge in convertible bond issuance. You can read The Roundup here (https://www.oaktreecapital.com/docs/default-source/default-document-library/december-2024-edition-roundup.pdf?sfvrsn=c6d95466_5).…

The Insight by Oaktree Capital

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

vor 47 weeks34:34

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 Are the Lenders Now? They examine the current state of the credit markets, narrowing in on the evolution of one growing area of private credit, asset-backed finance. They explore the shifting lender base of this unique asset class, assess how ABF differs from corporate direct lending, and look at several prominent sectors within this broad universe.…

The Insight by Oaktree Capital

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

vor 49 weeks43:46

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 significant financing void. They also look at several other trends affecting credit markets, including the first Fed cut of the cycle, the return of M&A and LBO activity, and the rise of PIK within private credit. You can read the 3Q2024 PCQ here (https://www.oaktreecapital.com/docs/default-source/default-document-library/pcq-3q2024.pdf?sfvrsn=89935466_5).…

The Insight by Oaktree Capital

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

vor 1 year38:45

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 Williams (Senior Real Estate Product Specialist), and Nicole Adrien (Chief Product Officer and Global Head of Client Relations) discuss these and other topics from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters . You can listen to the September 2024 edition of The Roundup in the previous episode in this feed, or read it here (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktree-s-quarterly-letters-september-2024-edition).…

The Insight by Oaktree Capital

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

vor 1 year16:02

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 related to the evolving investment landscape, including the increasing prevalence of liability management exercises, demographic shifts creating opportunities in the real estate market, and much more. You can read The Roundup here (https://www.oaktreecapital.com/docs/default-source/default-document-library/september-2024-edition-roundup.pdf?sfvrsn=713e5566_3).…

The Insight by Oaktree Capital

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

vor 1 year39:37

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 dramatic growth of private capital, the evolving relationship with traditional lenders, and the expanding opportunities in asset-backed finance.…

The Insight by Oaktree Capital

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

vor 1 year36:06

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 Credit) and Wayne Dahl (Co-Portfolio Manager, Global Credit) consider how this dual economy is impacting credit investors as they discuss topics from the recently published Performing Credit Quarterly 2Q2024: The Dual Economy ( https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/performing-credit-quarterly-2q2024-the-dual-economy ).…

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