Ranked #1
The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messi... Read more
8 Aug 2023
•
34mins
Ranked #2
Taking The Temperature
Taking The Temperature
In his latest memo, Howard Marks discusses five market calls he’s made during his career. He argues that investors seeki... Read more
10 Jul 2023
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49mins
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Ranked #3
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topic... Read more
27 Jun 2023
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33mins
Ranked #4
The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl
Oaktree Investment Risk Officer Wayne Dahl explains why economic statistics can tell conflicting stories and what this m... Read more
25 May 2023
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35mins
Ranked #5
The Insight: Conversations – Performing Credit Quarterly 1Q2023
The Insight: Conversations – Performing Credit Quarterly 1Q2023
In the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and Howard Marks (Co-Chairman... Read more
20 Apr 2023
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35mins
Ranked #6
Lessons from Silicon Valley Bank
Lessons from Silicon Valley Bank
In his latest memo, Howard Marks discusses the significance of the Silicon Valley Bank collapse. He argues that it likel... Read more
17 Apr 2023
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44mins
Ranked #7
The Rewind: Calling The Market
The Rewind: Calling The Market
Howard looks back on several memos he’s written near major turning points in the market over the last few decades, from ... Read more
7 Mar 2023
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39mins
Ranked #8
The Rewind: Ditto
The Rewind: Ditto
Howard is joined by Bruce Flatt, CEO of Brookfield, for a discussion of Ditto, which was originally published on January... Read more
2 Feb 2023
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1hr 11mins
Ranked #9
Behind The Memo: Sea Change
Behind The Memo: Sea Change
In the latest episode of Behind the Memo, Howard discusses his most recent memo, Sea Change. He explains why the shift w... Read more
5 Jan 2023
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20mins
Ranked #10
Sea Change
Sea Change
In his latest memo, Howard Marks writes that the investment world may be experiencing the third major sea change over th... Read more
13 Dec 2022
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36mins