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Artwork for The Insight by Oaktree Capital

The Insight by Oaktree Capital

Oaktree Capital
Interest Rates
High-Yield Bonds
Goldilocks Thinking
Private Credit
U.S. Economy
Oaktree Capital
Credit Markets
Globalization
NAV Finance
Liquid Credit
Oaktree Capital Management
Inflation
Financial Deregulation
Private Equity
Economic Growth
Howard Marks
Chinese Equities
Default Rates
Leveraged Credit Markets
Investment Strategies

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

PublishesMonthlyEpisodes42Founded3 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for The Insight by Oaktree Capital

Latest Episodes

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 resurgence of activity within commercia... more

YouTube

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 found, how a global approach can bene... more

YouTube

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 finance. Justin Quaglia (Managing Direct... more

YouTube

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 (Co-Portfolio Manager, Global Credit) ... more

YouTube

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Recent Guests

Steve Tesoriere
Co-portfolio manager of Oaktree's Value Opportunities strategy
Oaktree Capital
Episode: Undercurrents
Olivia Guthorn
Managing Director in the Opportunistic Credit Strategy with a focus on healthcare investment
Oaktree Capital
Episode: Undercurrents
Justin Guichard
Co-portfolio manager for Oaktree's real estate debt strategy
Oaktree Capital
Episode: Undercurrents
Armen Panossian
Co-CEO and Head of Performing Credit at Oaktree Capital
Oaktree Capital
Episode: Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl
Pierre-Antoine de Selancy
Co-founder and managing partner of Seventeen Capital
Seventeen Capital
Episode: Conversations: NAV Finance 101 with Pierre-Antoine de Selancy
Annie Duke
Former professional poker player, best-selling author, and expert on decision-making
Author of Thinking in Bets
Episode: Conversations: Special Episode with Annie Duke and Howard Marks

Host

Harry Whitelaw
Host and moderator featuring insights on investment strategies and financial markets.

Reviews

4.9 out of 5 stars from 74 ratings
  • exceptional

    awesome. make more podcasts

    Apple Podcasts
    5
    JVo12
    Canadaa year 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 States2 years ago

Listeners Say

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

The podcast is praised for its solid insights into lesser-covered investment arenas, making it both an informative and engaging resource.
Listeners appreciate the depth and expertise of the hosts and guests, suggesting a high level of credibility in the content provided.

Chart Rankings

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

Apple Podcasts
#175
United States/Business/Investing
Apple Podcasts
#96
United Kingdom/Business/Investing
Apple Podcasts
#154
Canada/Business/Investing
Apple Podcasts
#235
United Kingdom/Business
Apple Podcasts
#250
Canada/Business
Apple Podcasts
#247
Australia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Conversations: NAV Finance 101 with Pierre-Antoine de Selancy
Q: What would you say is the current outlook for NAV Finance?
There is a continuing need for additional capital focused on add-on strategies, and financing for fund management companies is emerging as an important market.
Conversations: NAV Finance 101 with Pierre-Antoine de Selancy
Q: What's been behind the growth in NAV finance?
COVID-19 highlighted the need for cash in fully called funds, rapidly increasing the appeal of NAV finance. The reduced liquidity and increasing costs of debt have led fund managers to seek alternate capital sources.
Conversations: NAV Finance 101 with Pierre-Antoine de Selancy
Q: What are some of the main benefits for borrowers in NAV Finance?
The execution process is straightforward and quick. Capital is provided based on the quality of the manager and the portfolio, which helps in creating additional value for the investors.
Conversations: NAV Finance 101 with Pierre-Antoine de Selancy
Q: Can you first explain what NAV finance is and how it fits into the broader private credit, private equity landscape?
NAV finance, or net asset value financing, is the value of private assets held by institutional investors, primarily in the private equity industry. It provides financing based on the net asset values reported to investors.
Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
Q: What do you think about the current state of credit markets?
Armen explains that while there is uncertainty, various technical forces support the current market strength, including post-COVID stimulus and changes in investor behavior.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Professions
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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?

Conversations focus on trends affecting investors across various asset classes, highlighting Oaktree's unique perspectives on market dynamics. Through discussions featuring Oaktree leaders and insights from notable figures such as Howard Marks, the content typically addresses important themes including private equity, credit markets, and asset-backed finance, alongside commentary on broader economic influences and investment strategies. The show offers a mix of educational resources and expert opinions, making it relevant for seasoned investors and professionals looking to deepen their understanding of the financial landscape.

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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 Memo by Howard Marks
2. The View From Apollo
3. The Credit Edge by Bloomberg Intelligence
4. Capital Allocators – Inside the Institutional Investment Industry
5. FICC Focus

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

The Insight by Oaktree Capital launched 3 years ago and published 42 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. Steve Tesoriere
2. Olivia Guthorn
3. Justin Guichard
4. Armen Panossian
5. Pierre-Antoine de Selancy
6. Annie Duke

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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