The Insight by Oaktree Capital

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.

30 Years of Oaktree
May 6, 2025 – 00:22:03
Off The Beaten Path
Apr 8, 2025 – 00:29:26
Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt
Feb 13, 2025 – 00:36:49
Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz
Jan 15, 2025 – 00:35:20
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2024 Edition
Dec 12, 2024 – 00:15:39
Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques
Nov 13, 2024 – 00:34:34
Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?
Oct 30, 2024 – 00:43:46
Conversations: Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien
Oct 10, 2024 – 00:38:45
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition
Sep 26, 2024 – 00:16:02
Conversations: The Changing Face of Private Credit at Oaktree Conference 2024
Sep 17, 2024 – 00:39:37
Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl
Aug 8, 2024 – 00:36:06
Performing Credit Quarterly 2Q2024: The Dual Economy
Jul 30, 2024 – 00:41:37
Conversations: Oaktree Conference 2024 Edition
Jul 2, 2024 – 00:39:14
The Roundup: Top Takeaways from Oaktree Conference 2024
Jun 27, 2024 – 00:19:44
Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
May 6, 2024 – 00:31:12
Performing Credit Quarterly 1Q2024: Unusually Uncertain
Apr 30, 2024 – 00:44:19
Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang
Apr 11, 2024 – 00:42:31
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition
Mar 28, 2024 – 00:18:06
Conversations: NAV Finance 101 with Pierre-Antoine de Selancy
Mar 7, 2024 – 00:20:14
NAV Finance 101: The Next Generation of Private Credit
Mar 7, 2024 – 00:14:48
Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl
Feb 15, 2024 – 00:49:59
Performing Credit Quarterly 4Q2023: The Goldilocks Trap
Jan 30, 2024 – 00:44:12
Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
Jan 4, 2024 – 00:35:13
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition
Dec 14, 2023 – 00:20:44
Conversations: Special Episode with Annie Duke and Howard Marks
Dec 6, 2023 – 00:51:35
Conversations: Full Return World with Howard Marks and Armen Panossian
Nov 2, 2023 – 00:31:02
Performing Credit Quarterly 3Q2023: Tails, You Lose?
Oct 26, 2023 – 00:41:08
Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
Oct 5, 2023 – 00:29:25
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2023 Edition
Sep 26, 2023 – 00:19:22
Conversations: European Credit at a Turning Point
Sep 7, 2023 – 00:42:08
Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
Aug 8, 2023 – 00:33:55
Performing Credit Quarterly 2Q2023: Fighting The Fed
Jul 27, 2023 – 00:43:21
Conversations: This Time Might Be Different with Howard Marks and David Rosenberg
Jun 27, 2023 – 00:33:37
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition
Jun 21, 2023 – 00:23:00
Conversations: Cutting Through the Economic Noise with Wayne Dahl
May 25, 2023 – 00:35:27
Performing Credit Quarterly 1Q2023: Flight Risk
Apr 20, 2023 – 00:38:20
Conversations: Performing Credit Quarterly 1Q2023
Apr 20, 2023 – 00:35:37
Introducing The Insight by Oaktree Capital
Mar 21, 2023 – 00:01:18