The Insight by Oaktree Capital

Epizode

• The Flip Side 11.06.2026 28min

  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 Hinchman (Head of North America, Global Opportunities) and Matt Wilson (Co-Portfolio Manager, Special Situations) discuss interest rates, the U.S. consumer, rescue loans, liability management exercises, and much more.
• Reflections on Oaktree Conference 2026 with Howard Marks 24.03.2026 32min

  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 leadership.
• Dispersion 10.02.2026 23min

  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 of the private and liquid credit markets and the ways to navigate an environment characterized by increasing bifurcation into winners and losers. Listen to an excerpt from the conversation in the latest episode of The Insight: Conversations.
• Europe 14.01.2026 23min

  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 Loans), and Suzana Perić (Co-Head of Sourcing & Origination).
• Vigilance 15.12.2025 26min

  Oaktree's Brook Hinchman, Christina Lee, and Matt Pendo Discuss Topics Related to the Private Credit Industry
• Convergence 13.11.2025 31min

  Oaktree's Armen Panossian, Raghav Khanna and Danielle Poli Discuss the Evolution of Private and Liquid Credit Markets
• 35 Years of Memos 14.10.2025 30min

  Howard Marks Celebrates 35 Years of Memos with a Fireside Chat
• Undercurrents 09.10.2025 34min

  Oaktree's Steve Tesoriere, Olivia Guthorn, and Justin Guichard Discuss Topics from the Latest Edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters
• On the Lookout 21.08.2025 30min

  Oaktree's Armen Panossian and David Rosenberg Assess Today's Credit Markets
• Keeping Composed 10.07.2025 32min

  Oaktree's Justin Quaglia, Madelaine Jones, and Christopher Gray discuss topics from the latest edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters
• Supply and Demand 27.05.2025 24min

  Oaktree's Wayne Dahl and Suzana Peric discuss topics from Oaktree Credit Quarterly 1Q2025: Gridlock
• 30 Years of Oaktree 06.05.2025 22min

  Oaktree's cofounders - Howard Marks, Bruch Karsh and Sheldon Stone - share stories about the firm's origins
• Off The Beaten Path 08.04.2025 29min

  Oaktree's Matt Wilson, Christina Lee, and Jennifer Marques discuss topics from The Roundup: Top Takeaways from Oaktree's Quarterly Letters
• Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt 13.02.2025 36min

  Oaktree's Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt Discuss Liability Management Exercises (LMEs)
• Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz 15.01.2025 35min

  Oaktree's Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz discuss topics from the December edition of The Roundup: Top Takeaways from Oaktree's Quarterly Letters
• The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition 12.12.2024 15min

  The December 2024 Edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters
• Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques 13.11.2024 34min

  Oaktree's Armen Panossian, Brendan Beer and Jennifer Marques discuss topics from Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
• Performing Credit Quarterly 3Q2024: Who Are the Lenders Now? 30.10.2024 43min

  Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
• Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien 10.10.2024 38min

  Oaktree's Robert O'Leary, Steve Tesoriere, Kenya Williams and Nicole Adrien discuss topics from the September edition of The Roundup: Top Takeaways from Oaktree's Quarterly Letters
• The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition 26.09.2024 16min

  The September 2024 Edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters