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The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

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Manage episode 381729734 series 2809044
Content provided by Oaktree Capital Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oaktree Capital Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 Credit Quarterly 3Q2023 in this crossover episode of The Insight: Conversations and Behind the Memo. They consider the implications of the potential sea change reshaping the investment environment, the tail risks building in today’s markets, and what it means to be in a full return world.

  continue reading

73 episodes

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iconShare
 
Manage episode 381729734 series 2809044
Content provided by Oaktree Capital Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oaktree Capital Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 Credit Quarterly 3Q2023 in this crossover episode of The Insight: Conversations and Behind the Memo. They consider the implications of the potential sea change reshaping the investment environment, the tail risks building in today’s markets, and what it means to be in a full return world.

  continue reading

73 episodes

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