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The Insight by Oaktree Capital

Hosted by Oaktree Capital · business · EN · 50 episodes

Audience: 10

About this Podcast:

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.

Pitch Analysis

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Contact path

Verified email

Booking probability

32%

Guest openness

Selective

Verified email on file
80/100
Required Score

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Questions about The Insight by Oaktree Capital

What is The Insight by Oaktree Capital about?

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.

Who hosts The Insight by Oaktree Capital?

The Insight by Oaktree Capital is hosted by Oaktree Capital. The show has published 50 episodes to date.

What has The Insight by Oaktree Capital covered recently?

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).

How often does The Insight by Oaktree Capital publish?

The Insight by Oaktree Capital publishes roughly monthly, with episodes averaging 30 minutes across 50 episodes.

How hard is it to get booked on The Insight by Oaktree Capital?

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.

Who should pitch The Insight by Oaktree Capital?

The strongest fits for The Insight by Oaktree Capital are Investing & Wealth Management. The Insight by Oaktree Capital has a business audience.

About the host

Oaktree Capital hosts The Insight by Oaktree Capital, a business show with 50 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Episode #48

    The Flip Side

    Jun 11, 202628 minS0

    <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

    Reflections on Oaktree Conference 2026 with Howard Marks

    Mar 24, 202633 minS0

    <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

    Dispersion

    Feb 10, 202624 minS0

    <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

    Europe

    Jan 14, 202623 minS0

    <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

    Vigilance

    Dec 15, 202526 minS0

    <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...

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  • Episode #43

    Convergence

    Nov 13, 202532 minS0

    <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

    35 Years of Memos

    Oct 14, 202531 minS0

    <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

    Undercurrents

    Oct 9, 202534 minS0

    <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

    On the Lookout

    Aug 21, 202530 minS0

    <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

    Keeping Composed

    Jul 10, 202533 minS0

    <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

    Supply and Demand

    May 27, 202524 minS0

    <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

    30 Years of Oaktree

    May 6, 202522 minS0

    <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

    Off The Beaten Path

    Apr 8, 202529 minS0

    <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

    Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt

    Feb 13, 202537 minS0

    <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

    Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz

    Jan 15, 202535 minS0

    <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

    The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition

    Dec 12, 202416 minS0

    <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

    Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques

    Nov 13, 202435 minS0

    <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

    Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?

    Oct 30, 202444 minS0

    <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

    Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien

    Oct 10, 202439 minS0

    <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

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

    Sep 26, 202416 minS0

    <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...

Guest Appearances

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