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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
Annie Duke

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

PublishesMonthlyEpisodes38Founded2 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for The Insight by Oaktree Capital

Latest Episodes

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, High Yield Bonds) held a fireside ch... more

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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 The Insight: Conversations, Matt ... more

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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 Armen Panossian (Co-CEO and Head of P... more

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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 for income-generating real estate? ... more

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Recent Guests

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

Hosts

Harry Whitelaw
Host of a series focusing on investment insights and trends, recognized for engaging discussions with prominent finance leaders.
Todd Molz
Host and thought leader at Oaktree Capital, sharing insights on investment strategies and market conditions.

Reviews

4.9 out of 5 stars from 69 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
    Canadaa year 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.

There is a positive sentiment around the quality and depth of discussions, driven by knowledgeable hosts and guests.
Listeners appreciate the unique insights into investment strategies not commonly found in other financial media.
Listeners find the podcast to be an essential resource for understanding complex market dynamics.

Chart Rankings

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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

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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?

Focusing on critical investment strategies and trends, the discussions presented are driven by insights from Oaktree Capital's leaders. Various episodes explore a wide range of topics, including credit markets, asset-backed finance, liability management exercises, and global economic factors. With an impressive lineup of experts, this content offers nuanced perspectives aimed at both seasoned investors and those interested in understanding the complexities of modern investment landscapes. Additionally, the podcast praises the art of strategic thinking against a backdrop of evolving financial conditions, making it a unique resource for gaining a deeper understanding of investment dynamics.

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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 Credit Edge by Bloomberg Intelligence
3. The View From Apollo
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 2 years ago and published 38 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. Armen Panossian
2. Pierre-Antoine de Selancy
3. Annie Duke

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