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Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang
Episode 21
What were some of the biggest surprises in credit markets during the first quarter? Why might global convertibles be set for a rebound? And why do many Chinese equities look more attractive today tha…
Published on 1 year, 5 months ago
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition
Episode 20
In this installment of The Roundup, you’ll learn what Oaktree’s new co-CEOs, Robert O’Leary and Armen Panossian, think about today’s investment environment. You’ll also find insights about opportunis…
Published on 1 year, 6 months ago
Conversations: NAV Finance 101 with Pierre-Antoine de Selancy
Episode 19
Learn about the next generation of private credit with Pierre-Antoine de Selancy, Cofounder and Managing Partner of 17Capital. 17Capital, which partnered with Oaktree in 2022, is a market leader in N…
Published on 1 year, 7 months ago
NAV Finance 101: The Next Generation of Private Credit
Episode 18
Learn all about NAV finance, a rapidly growing segment of the private credit landscape, in this explainer, which was authored by Armen Panossian (Co-CEO and Head of Performing Credit) and Pierre-Anto…
Published on 1 year, 7 months ago
Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl
Episode 17
Which macroeconomic tailwinds are weakening and potentially turning into headwinds? Why may it now be easier to find a signal amid the economic noise? And what are the implications for credit investo…
Published on 1 year, 7 months ago
Performing Credit Quarterly 4Q2023: The Goldilocks Trap
Episode 16
In the latest Performing Credit Quarterly, Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss the “Goldilocks thinking” prevalent in to…
Published on 1 year, 8 months ago
Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
Episode 15
What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The …
Published on 1 year, 9 months ago
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition
Episode 14
In 2023, credit markets have experienced dramatic swings in investor sentiment, unexpected geopolitical events, and the second consecutive year of rising interest rates. In the current installment of…
Published on 1 year, 9 months ago
Conversations: Special Episode with Annie Duke and Howard Marks
Episode 13
Special guest Annie Duke (former professional poker player, best-selling author) joins Howard Marks to discuss ideas from her book Thinking in Bets and Howard’s memo You Bet! They explore luck, deci…
Published on 1 year, 10 months ago
Conversations: Full Return World with Howard Marks and Armen Panossian
Episode 12
Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to Howard’s latest memo, Further Thoughts on Sea Change, and Oaktree’s recently published Performing …
Published on 1 year, 11 months ago