Episode notes
Oaktree's Armen Panossian, Raghav Khanna and Danielle Poli Discuss the Evolution of Private and Liquid Credit Markets
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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
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E48 · 11 Jun 2026 · 28 min
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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.
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E47 · 24 Mar 2026 · 33 min
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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.
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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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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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E41 · 9 Oct 2025 · 34 min
Undercurrents
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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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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