
Episode #48
The Flip Side
<p>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...


business
Hosted by Oaktree Capital · business · EN · 50 episodes
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 it features conversations with many of Oaktree’s leading experts, including Howard Marks, about relative value, investment theory, and the market environment. The Insight goes beyond today’s market chatter to offer up engaging and sometimes contrarian thoughts on investing today.
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Signup to Generate a PitchThe 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.
The Insight by Oaktree Capital is hosted by Oaktree Capital. The show has published 50 episodes to date.
Recent episodes include "The Flip Side" (11 June 2026, 28 minutes), "Reflections on Oaktree Conference 2026 with Howard Marks" (24 March 2026, 33 minutes), and "Dispersion" (10 February 2026, 24 minutes).
The Insight by Oaktree Capital publishes roughly monthly, with episodes averaging 30 minutes across 50 episodes.
Booking probability for The Insight by Oaktree Capital is 32%, and the host is rated Selective on guests. The Insight by Oaktree Capital requires a Pod Score of 80 or higher. The Insight by Oaktree Capital's contact route on record: verified email.
The strongest fits for The Insight by Oaktree Capital are Investing & Wealth Management. The Insight by Oaktree Capital has a business audience.
Oaktree Capital hosts The Insight by Oaktree Capital, a business show with 50 episodes published.
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Episode #48
<p>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...

Episode #47
<p>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...

Episode #46
<p>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...

Episode #45
<p>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...

Episode #44
<p>Private credit remains coveted by income-seeking investors, offering attractive yields and low volatility, but the quality of underwriting has recently come under scrutiny. In the latest episode of The Insight...

Episode #43
<p>How are private and liquid credit evolving into complementary forces? And how can combining these two distinct but interlinked markets be of benefit to both investors and issuers? In an in-depth conversation, Armen...

Episode #42
<p>To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to an excerpt from the conversation to hear Howard discuss why he started writing and why he’s...

Episode #41
<p>In the latest episode of The Insight: Conversations, Oaktree experts assess the bifurcation in equity and credit markets today, examine dislocation in the healthcare sector, and take a closer look at the recent...

Episode #40
<p>In the latest episode, Armen Panossian (Co-CEO and Head of Performing Credit) and David Rosenberg (Head of Liquid Performing Credit) assess today’s credit markets, including where pockets of relative value may be...

Episode #39
<p>In the latest episode of The Insight: Conversations, Oaktree experts examine the recent volatility in the credit markets, discuss shifting perceptions of European credit, and take a closer look at asset-backed...

Episode #38
<p>In the latest episode, we assess the state of the public and private credit markets, looking at the current balance of supply and demand and considering the risks and opportunities for investors. Join Wayne Dahl...

Episode #37
<p>In celebration of Oaktree’s 30th anniversary on April 10, 2025, cofounders Howard Marks (Co-Chairman), Bruce Karsh (Co-Chairman and Chief Investment Officer), and Sheldon Stone (Principal and Co-Portfolio Manager...

Episode #36
<p>What do elevated interest rates mean for private equity? Why is demand for junior capital solutions growing? What is the impact of the current supply/demand imbalance in asset-backed finance? In the latest episode of...

Episode #35
<p>Why have liability management exercises (LMEs) soared in prominence? What are the risks and opportunities associated with these transactions? And what factors determine successful navigation of the LME wave? Join...

Episode #34
<p>Why have Treasury yields remained higher for longer and what does this mean for credit investors? What are the potential impacts of the historic stimulus recently announced in China? And what is the current outlook...

Episode #33
<p>Amid a strong U.S. economy and potentially inflationary policies from the incoming administration, yields may remain higher for longer. High-income assets will likely benefit, but investors should avoid complacency...

Episode #32
<p>In the latest episode of The Insight: Conversations, Armen Panossian (Co-CEO and Head of Performing Credit), Brendan Beer (Co-Portfolio Manager, Structured Credit and Asset-Backed Finance) and Jennifer Marques (Head...

Episode #31
<p>In the latest Performing Credit Quarterly, Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) explore the next frontier of private credit...

Episode #30
<p>Where are we currently in the credit cycle? Why might issuers be delaying their day of reckoning? And how are investors using demographic shifts to find new opportunities in the real estate market? In the latest...

Episode #29
<p>The Federal Reserve’s highly telegraphed interest rate cut in September has created a new market dynamic: interest rates are set to moderate, but perhaps not enough to help many companies still facing extraordinary...
Recent guests on The Insight by Oaktree Capital. Study who booked and why before you pitch.
author of "The 40 Day Discipleship Journey", Ekklesia Christian Church
Technologist Extraordinary and Plenipotentiary, Oaktree Capital Management
facial plastic and reconstructive surgeon, Rosenberg Research
Garden City Councilman And Mayoral Candidate, Garden City Council
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