A live, interactive podcast exploring important debate resolutions within WordPress, web design, and software. Hosted by Kevin Geary and Mark Szymanski on X Spaces.
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These are genuine conversations with people who intrigue me - innovators, entrepreneurs, and thinkers I admire and learn from. Through thoughtful questions and deep discussions, we explore the business strategies, technologies, mindsets, and philosophies that drive success and meaning. While business and tech form our foundation, we often venture into personal outlooks and psychological insights that reveal the complete picture. Join me as I build relationships with fascinating guests, askin ...
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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 ...
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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 recentl…
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013: Should Project Budget Determine the Tech Stack? w/ Ian Svoboda
1:33:48
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1:33:48In this episode of WP Townhall, Kevin and Mark are joined by Ian Svoboda, a seasoned WordPress developer with experience across various agency environments, to discuss how tech stacks should or shouldn't change based on project budgets. Ian shares his perspective on maintaining professional integrity regardless of budget constraints, the importance…
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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 l…
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Nick Saraev: Building High-ROI Services & Ruthless Effectiveness | Ep. 3
1:13:46
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1:13:46Join me for a conversation with Nick Saraev, AI automation expert, agency owner, and content creator who scaled his service business to $72K/month. In this episode, we explore the intersection of technology, business mindset, and content creation strategy. Nick shares his journey into AI automation, revealing why focusing ruthlessly on revenue-gene…
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Matt Medeiros: Building Digital Assets, Personal Branding & Playing the Long Game | Ep. 2
1:02:42
1:02:42
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1:02:42Join me for an enlightening conversation with Matt Medeiros, the "Podfather of WordPress" and creator of The WP Minute, as we dive deep into the world of content creation, personal branding, and playing the long game in the digital space. In this episode, Matt shares his 15+ years of experience as a digital professional and reveals why he conscious…
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012: What Do Enterprise Web Projects Actually Look Like? w/ Jake Goldman
1:30:03
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1:30:03In this episode of WP Townhall, Kevin and Mark are joined by Jake Goldman, Founder of 10up, to discuss scaling WordPress agencies and navigating enterprise-level work. Jake shares the early strategy behind building 10up to serve larger clients from the start, the importance of recurring revenue, and how prior agency experience positioned him for ra…
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I Started A Podcast (And This Is The First Episode) | Ep. 1
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18:46Welcome to the first episode of the MJS Podcast! I'm Mark Szymanski, and in this introduction, I share why I'm starting this podcast journey to have authentic conversations with interesting minds who have mentored and influenced me. I explain my background in WordPress, digital marketing, and content creation, plus my previous podcasting experience…
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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…
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011: The Faulty Premise That Ruins Page Builders
2:03:10
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2:03:10This episode of WP Townhall is sponsored by Omnisend: https://wptownhall.show/omnisend In this episode of WP Townhall, Kevin and Mark dive into a critical discussion about the flawed foundation undermining almost every page builder. They explore how a single misguided assumption can derail functionality, frustrate users, and limit creative potentia…
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010: Social Media Has Won the Content War w/ Matt Medeiros
1:38:19
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1:38:19Has social media truly won the content war? Matt joins us to unpack how platforms like X, TikTok, and Instagram have reshaped the way creators, businesses, and communities engage with audiences. From the decline of traditional websites to the rise of algorithm-driven feeds, we explore what this shift means for WordPress users, content creators, and…
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009: Code vs No Code - The Future of Web Design w/ Mike McAlister
1:26:40
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1:26:40Join us for another packed episode of WP Townhall where we explore the divide between code and no-code approaches in modern web development. Our guest Mike McAlister, creator of Ollie, a block theme for WordPress (https://olliewp.com/), shares his journey from designer to developer and his perspective on where website building is headed. The conver…
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Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt
36:49
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36:49Why 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 (Managin…
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008: The Websites We're Building Are Broken w/ Chris Pearson
1:17:01
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1:17:01On this episode of WP Townhall, we chatted with Chris Pearson, a name that might ring some bells – he created the first million-dollar WordPress theme and made waves in 2010 during his GPL licensing dispute with Matt Mullenweg. We dove into Chris's provocative take on why modern websites are broken, exploring how the rise of social media has fundam…
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007: Can WordPress Be Great Again? (Kevin's 3-3-3 Plan)
1:25:09
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1:25:09In this episode of WP Townhall, we're discussing Kevin's "3-3-3 plan" for improving WordPress. Our conversation examines three key issues: neglect of core CMS functionality, challenges with the block editor implementation, and insufficient emphasis on design/UX. We explore potential solutions including native custom post types, improved content man…
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Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz
35:20
35:20
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35:20Why 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, Glo…
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006: The Anatomy of a Great Forms Plugin w/ Mark Westguard
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51:22In this episode of WP Townhall, we're joined by special guest Mark Westguard, creator of WS Form, to explore the anatomy of a great forms plugin. Mark, known for his expertise in WordPress form development and exceptional customer support, shares insights from his six-year journey building one of WordPress's most respected form solutions. The discu…
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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition
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15:39Amid 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 t…
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005: The State of E-Commerce in WordPress
1:31:36
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1:31:36In this episode of WP Townhall, we're joined by special guest Adam Preiser to explore the current state of e-commerce in WordPress. Adam, known for his expertise in WordPress e-commerce solutions (SureCart, SureMembers, SureTriggers) and educational content (WP Crafter), shares his insights on the evolving landscape of online selling within the Wor…
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Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques
34:34
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34:34In 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 …
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004: Is The Barrier to Entry Too Low in Web Design?
1:52:27
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1:52:27A lively debate exploring the implications of people being able to easily set up shop in the web design industry. Is it a good thing? Is it a bad thing? Is it good for the industry long-term, or not? And what challenges do our clients face under this model? Throughout the show, we examine questions about the value of formal education in web design,…
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003: The WordPress Block Editor (Gutenberg) Has Hurt More Than It Has Helped
1:29:19
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1:29:19In this episode of WP Townhall, we tackle one of the most contentious topics in the WordPress community: Has the Block Editor (Gutenberg) hurt more than it has helped? The discussion delves into the impact of Gutenberg on the WordPress brand, user experience, development workflows, and the overall direction of WordPress. Throughout the show, we exp…
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Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
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43:46In 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 significan…
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002: WordPress Must Abandon Its Blogging Identity to Stay Relevant
1:22:45
1:22:45
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1:22:45Check out the new WP Townhall website at https://wptownhall.show Join us for a heated debate about WordPress's evolution and future direction. Should the platform shed its blogging roots to compete in today's digital landscape? We'll examine whether WordPress's historical identity as a blogging platform is now holding it back from reaching its full…
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001: Open Source is a Net Negative Software Model
1:27:45
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1:27:45WP Townhall Presents: "Open Source is a Net Negative Software Model" Join hosts Kevin Geary and Mark Szymanski for a fiery debate on the merits of open source software. Is the collaborative nature of open source truly driving innovation, or is it hindering progress and profitability? We'll explore the impact of open source on WordPress and the broa…
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Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien
38:45
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38:45Where 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 William…
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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition
16:02
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16:02The 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 relat…
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Conversations: The Changing Face of Private Credit at Oaktree Conference 2024
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39:37In 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 dramat…
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Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl
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36:06The 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 Cred…
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Performing Credit Quarterly 2Q2024: The Dual Economy
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41:37In the latest Performing Credit Quarterly, Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss how conflicting trends in the bifurcated U.S. economy are sending mixed signals and creating challenges for both central bankers and investors. They discuss the potential implicatio…
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Conversations: Oaktree Conference 2024 Edition
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39:14In a special edition of The Insight: Conversations, you’ll hear excerpts from multiple sessions held during Oaktree’s recent biannual client conference. Oaktree co-chairman Howard Marks does a deep dive into his sea change thesis, members of Oaktree’s Global Credit team examine the most significant trends impacting the high yield bond and leveraged…
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The Roundup: Top Takeaways from Oaktree Conference 2024
19:44
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19:44Oaktree recently held its biennial client conference featuring presentations from co-chairman Howard Marks, co-CEOs Robert O’Leary and Armen Panossian, and many other key Oaktree thought leaders. In a special edition of The Roundup, we’ve highlighted various topics discussed at Oaktree Conference 2024, including the next frontier of private credit,…
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Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
31:12
31:12
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31:12Where are we in the market cycle? Why is it healthy to be uncertain? And what does it mean to actually “be opportunistic”? In the latest episode of The Insight: Conversations, Howard Marks (Co-Chairman), Armen Panossian (Co-CEO), and David Rosenberg (Head of Liquid Performing Credit) discuss these and other topics from the recently published Perfor…
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Performing Credit Quarterly 1Q2024: Unusually Uncertain
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44:19Oaktree co-chairman Howard Marks recently noted that many investors today are feeling “unusually uncertain” about the future of the economy and financial markets. 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 pockets of ris…
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Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang
42:31
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42:31What 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 than they did a year ago? In the latest episode of The Insight: Conversations, Robert O’Leary (co-CEO), Armen Panossian (co-CEO), Jean-Pierre Latrille (Po…
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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition
18:06
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18:06In 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 opportunistic credit, asset-backed finance, the Chinese equity market, and more. You can read The Roundup here (https://www.oaktreecapital.com/insights/insight-c…
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Conversations: NAV Finance 101 with Pierre-Antoine de Selancy
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20:14Learn 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 NAV finance. Pierre-Antoine explains what NAV finance is, why it has become so popular, and why its growth is likely to accelerate in the coming years.…
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NAV Finance 101: The Next Generation of Private Credit
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14:48Learn 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-Antoine de Selancy (Cofounder and Managing Partner, 17Capital). They discuss the evolution of NAV finance, the benefits for both lenders and borrowers, and…
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Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl
49:59
49:59
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49:59Which 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 investors? In the latest episode of The Insight: Conversations, Armen Panossian (incoming co-CEO and Head of Performing Credit), Danielle Poli (Assistant Port…
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Performing Credit Quarterly 4Q2023: The Goldilocks Trap
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44:12In 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 today’s markets, highlighting the potential pitfalls and opportunities it’s creating. At a time when several long- and short-term economic tailwinds appe…
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Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
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35:13What 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 Insight: Conversations with Howard Marks (Co-Chairman), David Rosenberg (Co-Portfolio Manager, Global Credit), and Aman Kumar (Co-Portfolio Manager, Lif…
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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition
20:44
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20:44In 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 The Roundup, Oaktree experts consider where opportunities and risks are emerging in various assets classes – including high yield bonds, CLOs, and Eur…
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Conversations: Special Episode with Annie Duke and Howard Marks
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51:35Special 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, decision quality, uncertainty, and more in this special episode of The Insight: Conversations.
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Conversations: Full Return World with Howard Marks and Armen Panossian
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31:02Howard 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 Credit Quarterly 3Q2023 in this crossover episode of The Insight: Conversations and Behind the Memo. They consider the implications of the potential se…
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Performing Credit Quarterly 3Q2023: Tails, You Lose?
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41:08In the latest Performing Credit Quarterly, Oaktree argues that investors analyzing today’s leveraged credit markets should focus less on average risk and more on tail risk, as this segment of the market is currently much more vulnerable than usual. Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Cr…
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Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
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29:25
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29:25How have credit investors been successfully navigating the volatile interest rate environment? Which sectors currently look attractive to opportunistic credit investors? What are some of the major misconceptions about today’s commercial real estate market? In this episode of The Insight: Conversations, Wayne Dahl (Assistant Portfolio Manager, Globa…
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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2023 Edition
19:22
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19:22We may be in the first act of what could be a long drama unfolding across markets, as companies face the prospect of higher-for-longer borrowing costs and investors adjust to a new environment in which rigorous credit analysis, not inexpensive debt, will likely be the key to generating superior returns. In the current installment of The Roundup, Oa…
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Conversations: European Credit at a Turning Point
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42:08Learn about the current state of European credit and the dramatic changes seen over the last year in this thought-provoking discussion with Armen Panossian (Head of Performing Credit), Madelaine Jones (Portfolio Manager, European Senior Loans and European High Yield Bonds), and Nael Khatoun (Head of European Private Debt). They consider the challen…
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Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
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33:55Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messina (Head of CLO Capital Markets) discuss topics from the 2Q2023 Performing Credit Quarterly. They consider the current tug-of war between fiscal and monetary policy, opportunities in credit, and what many investors are getting wro…
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Performing Credit Quarterly 2Q2023: Fighting The Fed
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43:21The U.S. economy continues to send mixed messages – but that may be because the Biden administration’s desire to keep the economy churning has clashed with the Federal Reserve’s interest in throwing sand in the gears. In Oaktree’s latest Performing Credit Quarterly, Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio …
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Conversations: This Time Might Be Different with Howard Marks and David Rosenberg
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33:37David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism and why this time might actually be different in financial markets.…
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