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Artwork for The Insight by Oaktree Capital

The Insight by Oaktree Capital

Oaktree Capital
Credit Markets
Private Credit
Interest Rates
Asset-Backed Finance
High-Yield Bonds
Oaktree Capital
U.S. Economy
Private Equity
Oaktree Capital Management
Goldilocks Thinking
Inflation
NAV Finance
Globalization
Liability Management Exercises
Liquid Credit
US Economy
Corporate Credit Market
Consumer Lending
Dual Economy
Financial Deregulation

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 relat... more

PublishesMonthlyEpisodes49Founded3 years ago
Number of ListenersCategories
ManagementInvestingBusiness

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Artwork for The Insight by Oaktree Capital

Latest Episodes

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 (... more

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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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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 pri... more

YouTube

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... more

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Recent Guests

Brook Hinchman
Head of North America for Oaktree's Opportunistic Credit Strategy
Oaktree Capital Management
Episode: The Flip Side
Matt Wilson
Co-portfolio manager for Oaktree's Special Situations strategy
Oaktree Capital Management
Episode: The Flip Side
Howard Marks
Co-founder of Oaktree Capital
Oaktree Capital Management
Episode: Reflections on Oaktree Conference 2026 with Howard Marks
Armand Panosian
Co-CEO of Oaktree, discussing private and liquid credit evolution
Oaktree Capital Management
Episode: Reflections on Oaktree Conference 2026 with Howard Marks
Danielle Polly
Co-portfolio manager for Global Credit Strategy
Oaktree Capital Management
Episode: Reflections on Oaktree Conference 2026 with Howard Marks
Steve Tesserary
PM for Value Opportunities
Oaktree Capital Management
Episode: Reflections on Oaktree Conference 2026 with Howard Marks
Madeleine Jones
Head of European Liquid Performing Credit
Oaktree Capital Management
Episode: Reflections on Oaktree Conference 2026 with Howard Marks
Charles Blackburn
Co-head of Europe for Global Opportunities Group
Oaktree Capital Management
Episode: Reflections on Oaktree Conference 2026 with Howard Marks
Bob O'Leary
Analyst/Executive in distress debt originator role at Oaktree
Oaktree Capital Management
Episode: Reflections on Oaktree Conference 2026 with Howard Marks

Host

Harry Whitelaw
Host and moderator connected to Oaktree Capital Management; frequently facilitates discussions with senior investment professionals.

Reviews

4.9 out of 5 stars from 78 ratings
  • exceptional

    awesome. make more podcasts

    Apple Podcasts
    5
    JVo12
    Canada2 years ago
  • Excellent Podcast

    This is an excellent podcast, with solid insights into investment arenas not usually covered in other investing shows. The hosts and guests are interesting and well-informed. Thanks for the great podcast!

    Apple Podcasts
    5
    Missing61
    Canada2 years ago
  • I was so glad to hear Anna's voice

    On Slate Money again. And super happy that she was able to promote this new podcast.

    Apple Podcasts
    5
    philrenato
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise practical, field-tested insights from seasoned investors.
The show is valued for its thoughtful, sometimes contrarian viewpoints on investing.
Guests are consistently well-informed and provide clear frameworks for understanding credit markets.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The Flip Side
Q: How does size influence outcomes in complex credit deals?
Larger creditors can secure better terms and governance due to their leverage and control in structure negotiations, making scale crucial to achieving favorable senior or super-senior positions and improved recoveries.
The Flip Side
Q: What opportunities do you see as maturities approach in 2027-2028?
They expect a wave of restructurings and opportunities to purchase distressed debt or provide capital solutions that delever balance sheets, particularly where equity sponsors can recapitalize or where old debt can be refinanced with more senior structures.
The Flip Side
Q: Brook, what's going on with the rate and inflation backdrop?
Brook outlines a regime shift from low inflation to a higher, stickier inflation environment driven by energy costs and supply dynamics, which alters both borrower behavior and credit opportunities.
Dispersion
Q: What are we expecting in 2026 outside the States?
Europe and Asia present interesting opportunities with better pricing and less leverage on businesses compared to the US, with a focus on direct lending as private equity firms seek stable financing solutions.
Dispersion
Q: On commercial real estate, how's real estate office bottomed and what are your general thoughts on the sector?
Commercial real estate is undergoing changes similar to malls pre-pandemic, with some absorption of unoccupied space happening, but it's a slow process requiring expensive retrofitting.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Insight by Oaktree Capital

What is The Insight by Oaktree Capital about and what kind of topics does it cover?

This show consistently centers on credit markets, alternative lending, and the macro environment shaping investment strategy. Episodes frequently feature Oaktree leaders and credit-focused guests discussing private vs public lending, dispersion in the economy, sector dynamics (notably healthcare and Europe), and the evolving relationship between public and private markets. The conversations blend pragmatic investment frameworks with big-picture risk management, often highlighting mispricings, due diligence, and the psychological factors that influence decision-making. A standout trait is the emphasis on actionable insights from experienced practitioners, with a willingness to challenge conventional wisdom and explore contrarian viewpoints t... more

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Which podcasts are similar to The Insight by Oaktree Capital?

These podcasts share a similar audience with The Insight by Oaktree Capital:

1. The View From Apollo
2. The Credit Edge by Bloomberg Intelligence
3. FICC Focus
4. Capital Allocators – Inside the Institutional Investment Industry
5. Value Investing with Legends

How many episodes of The Insight by Oaktree Capital are there?

The Insight by Oaktree Capital launched 3 years ago and published 49 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Insight by Oaktree Capital?

Recent guests on The Insight by Oaktree Capital include:

1. Brook Hinchman
2. Matt Wilson
3. Howard Marks
4. Armand Panosian
5. Danielle Polly
6. Steve Tesserary
7. Madeleine Jones
8. Charles Blackburn

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