Episode notes
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
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The Insight by Oaktree Capital
Oaktree Capital · Business · English
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
More from The Insight by Oaktree Capital All episodes →
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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.
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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).
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E44 · 15 Dec 2025 · 26 min
Vigilance
Oaktree's Brook Hinchman, Christina Lee, and Matt Pendo Discuss Topics Related to the Private Credit Industry
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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
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E42 · 14 Oct 2025 · 31 min
35 Years of Memos
Howard Marks Celebrates 35 Years of Memos with a Fireside Chat
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E40 · 21 Aug 2025 · 30 min
On the Lookout
Oaktree's Armen Panossian and David Rosenberg Assess Today's Credit Markets
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E39 · 10 Jul 2025 · 33 min
Keeping Composed
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
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E38 · 27 May 2025 · 24 min
Supply and Demand
Oaktree's Wayne Dahl and Suzana Peric discuss topics from Oaktree Credit Quarterly 1Q2025: Gridlock
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E37 · 6 May 2025 · 22 min
30 Years of Oaktree
Oaktree's cofounders - Howard Marks, Bruch Karsh and Sheldon Stone - share stories about the firm's origins
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E36 · 8 Apr 2025 · 29 min
Off The Beaten Path
Oaktree's Matt Wilson, Christina Lee, and Jennifer Marques discuss topics from The Roundup: Top Takeaways from Oaktree's Quarterly Letters
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