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Conversations: Full Return World with Howard Marks and Armen Panossian

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Manage episode 381732840 series 3475814
Indhold leveret af Anna Szymanski and Oaktree Capital. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Anna Szymanski and Oaktree Capital eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to Howard’s latest memo, Further Thoughts on Sea Change, and Oaktree’s recently published Performing Credit Quarterly 3Q2023 in this crossover episode of The Insight: Conversations and Behind the Memo. They consider the implications of the potential sea change reshaping the investment environment, the tail risks building in today’s markets, and what it means to be in a full return world.

  continue reading

30 episoder

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Manage episode 381732840 series 3475814
Indhold leveret af Anna Szymanski and Oaktree Capital. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Anna Szymanski and Oaktree Capital eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to Howard’s latest memo, Further Thoughts on Sea Change, and Oaktree’s recently published Performing Credit Quarterly 3Q2023 in this crossover episode of The Insight: Conversations and Behind the Memo. They consider the implications of the potential sea change reshaping the investment environment, the tail risks building in today’s markets, and what it means to be in a full return world.

  continue reading

30 episoder

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