The Insight by Oaktree Capital

Latest episode

10 Sep 2026 · 34 min

Crossroads

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 and capture opportunities in an increasingly complex lending environment. Listen to an excerpt from the conversation in the latest episode of The Insight: Conversations.

Play episodeWhatsApp (opens WhatsApp)Download

Earlier episodes 29 most recent

1. 

   E48 · 11 Jun 2026 · 28 min

   The Flip Side

   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.

2. 

   E47 · 24 Mar 2026 · 33 min

   Reflections on Oaktree Conference 2026 with Howard Marks

   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.

3. 

   E46 · 10 Feb 2026 · 24 min

   Dispersion

   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.

4. 

   E45 · 14 Jan 2026 · 23 min

   Europe

   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).

5. 

   E44 · 15 Dec 2025 · 26 min

   Vigilance

   Oaktree's Brook Hinchman, Christina Lee, and Matt Pendo Discuss Topics Related to the Private Credit Industry

6. 

   E43 · 13 Nov 2025 · 32 min

   Convergence

   Oaktree's Armen Panossian, Raghav Khanna and Danielle Poli Discuss the Evolution of Private and Liquid Credit Markets

More English business

• " Your Financial Future" with Nick Colarossi Nick Colarossi
• "Econ 102" with Noah Smith and Erik Torenberg Turpentine
• "Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech Puzzle, Turpentine
• #AgileWay Zuzana Zuzi Sochova
• #RealTalk With an EOS Implementer Mark O'Donnell
• #vxinsight The ValueExchange