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The Insight by Oaktree Capital

by Oaktree Capital

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Latest episodes

Crossroads

September 10, 2026 · 34 min

Bob O’Leary and Armen Panossian (Co-CEOs, Credit) shared their latest credit market insights in a recent webcast held for clients. They discussed the forces reshaping the direct lending landscape and examined how investors can assess risk…
The Flip Side

June 11, 2026 · 28 min

A more challenging corporate credit backdrop may not be entirely a bad thing. In the latest episode of The Insight: Conversations, we flip the script and consider the opportunities that may arise from a less easy lending environment. Brook…
Reflections on Oaktree Conference 2026 with Howard Marks

March 24, 2026 · 33 min

In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature of mispricings, and the importance of…
Dispersion

February 10, 2026 · 24 min

Bob O’Leary (Co-CEO and Portfolio Manager, Global Opportunities) and Armen Panossian (Co-CEO and Head of Performing Credit) shared their assessment of market dispersion in a recent webcast held for Oaktree clients. They discussed the state…
Europe

January 14, 2026 · 23 min

Get the latest on the European economic backdrop and the state of its private and liquid credit markets with Nael Khatoun (Portfolio Manager, European Private Debt), Madelaine Jones (Portfolio Manager, European High Yield Bonds and Senior…

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Vigilance

December 15, 2025 · 26 min

Private credit remains coveted by income-seeking investors, offering attractive yields and low volatility, but the quality of underwriting has recently come under scrutiny. In the latest episode of The Insight: Conversations, Brook…
Convergence

November 13, 2025 · 32 min

How are private and liquid credit evolving into complementary forces? And how can combining these two distinct but interlinked markets be of benefit to both investors and issuers? In an in-depth conversation, Armen Panossian (Co-CEO and…
35 Years of Memos

October 14, 2025 · 31 min

To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to an excerpt from the conversation to hear Howard discuss why he started writing and why he’s kept at it, and learn…
Undercurrents

October 9, 2025 · 34 min

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…
On the Lookout

August 21, 2025 · 30 min

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…
Keeping Composed

July 10, 2025 · 33 min

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…
Supply and Demand

May 27, 2025 · 24 min

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…

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About the show

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.