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 ...
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The Craft Beer Podcast - Sharing and Celebrating Craft Beer Stories You Will Love! The Craft Beer Podcast is created and hosted by Craft Beer Storyteller Steven Shomler. The Craft Beer Podcast is a sister podcast to the Culinary Treasure Podcast, and both podcasts are part of the Culinary Treasure Network
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Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl
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The disparity between the haves and the have-nots has widened meaningfully in the U.S. economy over the last year. As a result, healthy aggregate macroeconomic indicators have often obscured the weakness building among pockets of the population. In the latest episode of The Insight: Conversations, Armen Panossian (Co-CEO and Head of Performing Cred…
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Performing Credit Quarterly 2Q2024: The Dual Economy
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In the latest Performing Credit Quarterly, Armen Panossian (Co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss how conflicting trends in the bifurcated U.S. economy are sending mixed signals and creating challenges for both central bankers and investors. They discuss the potential implicatio…
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Conversations: Oaktree Conference 2024 Edition
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39:14
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In a special edition of The Insight: Conversations, you’ll hear excerpts from multiple sessions held during Oaktree’s recent biannual client conference. Oaktree co-chairman Howard Marks does a deep dive into his sea change thesis, members of Oaktree’s Global Credit team examine the most significant trends impacting the high yield bond and leveraged…
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The Roundup: Top Takeaways from Oaktree Conference 2024
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Oaktree recently held its biennial client conference featuring presentations from co-chairman Howard Marks, co-CEOs Robert O’Leary and Armen Panossian, and many other key Oaktree thought leaders. In a special edition of The Roundup, we’ve highlighted various topics discussed at Oaktree Conference 2024, including the next frontier of private credit,…
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Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
31:12
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Where are we in the market cycle? Why is it healthy to be uncertain? And what does it mean to actually “be opportunistic”? In the latest episode of The Insight: Conversations, Howard Marks (Co-Chairman), Armen Panossian (Co-CEO), and David Rosenberg (Head of Liquid Performing Credit) discuss these and other topics from the recently published Perfor…
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Performing Credit Quarterly 1Q2024: Unusually Uncertain
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44:19
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Oaktree co-chairman Howard Marks recently noted that many investors today are feeling “unusually uncertain” about the future of the economy and financial markets. In the latest Performing Credit Quarterly, Armen Panossian (co-CEO and Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) explore the pockets of ris…
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Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang
42:31
42:31
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What were some of the biggest surprises in credit markets during the first quarter? Why might global convertibles be set for a rebound? And why do many Chinese equities look more attractive today than they did a year ago? In the latest episode of The Insight: Conversations, Robert O’Leary (co-CEO), Armen Panossian (co-CEO), Jean-Pierre Latrille (Po…
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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition
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In this installment of The Roundup, you’ll learn what Oaktree’s new co-CEOs, Robert O’Leary and Armen Panossian, think about today’s investment environment. You’ll also find insights about opportunistic credit, asset-backed finance, the Chinese equity market, and more. You can read The Roundup here (https://www.oaktreecapital.com/insights/insight-c…
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Conversations: NAV Finance 101 with Pierre-Antoine de Selancy
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Learn about the next generation of private credit with Pierre-Antoine de Selancy, Cofounder and Managing Partner of 17Capital. 17Capital, which partnered with Oaktree in 2022, is a market leader in NAV finance. Pierre-Antoine explains what NAV finance is, why it has become so popular, and why its growth is likely to accelerate in the coming years.…
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NAV Finance 101: The Next Generation of Private Credit
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Learn all about NAV finance, a rapidly growing segment of the private credit landscape, in this explainer, which was authored by Armen Panossian (Co-CEO and Head of Performing Credit) and Pierre-Antoine de Selancy (Cofounder and Managing Partner, 17Capital). They discuss the evolution of NAV finance, the benefits for both lenders and borrowers, and…
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Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl
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49:59
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Which macroeconomic tailwinds are weakening and potentially turning into headwinds? Why may it now be easier to find a signal amid the economic noise? And what are the implications for credit investors? In the latest episode of The Insight: Conversations, Armen Panossian (incoming co-CEO and Head of Performing Credit), Danielle Poli (Assistant Port…
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Performing Credit Quarterly 4Q2023: The Goldilocks Trap
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In the latest Performing Credit Quarterly, Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss the “Goldilocks thinking” prevalent in today’s markets, highlighting the potential pitfalls and opportunities it’s creating. At a time when several long- and short-term economic tailwinds appe…
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Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
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35:13
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What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The Insight: Conversations with Howard Marks (Co-Chairman), David Rosenberg (Co-Portfolio Manager, Global Credit), and Aman Kumar (Co-Portfolio Manager, Lif…
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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition
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In 2023, credit markets have experienced dramatic swings in investor sentiment, unexpected geopolitical events, and the second consecutive year of rising interest rates. In the current installment of The Roundup, Oaktree experts consider where opportunities and risks are emerging in various assets classes – including high yield bonds, CLOs, and Eur…
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Conversations: Special Episode with Annie Duke and Howard Marks
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Special guest Annie Duke (former professional poker player, best-selling author) joins Howard Marks to discuss ideas from her book Thinking in Bets and Howard’s memo You Bet! They explore luck, decision quality, uncertainty, and more in this special episode of The Insight: Conversations.
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Conversations: Full Return World with Howard Marks and Armen Panossian
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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 se…
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Performing Credit Quarterly 3Q2023: Tails, You Lose?
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In the latest Performing Credit Quarterly, Oaktree argues that investors analyzing today’s leveraged credit markets should focus less on average risk and more on tail risk, as this segment of the market is currently much more vulnerable than usual. Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio Manager, Global Cr…
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Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs
29:25
29:25
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How have credit investors been successfully navigating the volatile interest rate environment? Which sectors currently look attractive to opportunistic credit investors? What are some of the major misconceptions about today’s commercial real estate market? In this episode of The Insight: Conversations, Wayne Dahl (Assistant Portfolio Manager, Globa…
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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2023 Edition
19:22
19:22
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We may be in the first act of what could be a long drama unfolding across markets, as companies face the prospect of higher-for-longer borrowing costs and investors adjust to a new environment in which rigorous credit analysis, not inexpensive debt, will likely be the key to generating superior returns. In the current installment of The Roundup, Oa…
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Conversations: European Credit at a Turning Point
42:08
42:08
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Learn about the current state of European credit and the dramatic changes seen over the last year in this thought-provoking discussion with Armen Panossian (Head of Performing Credit), Madelaine Jones (Portfolio Manager, European Senior Loans and European High Yield Bonds), and Nael Khatoun (Head of European Private Debt). They consider the challen…
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Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
33:55
33:55
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Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messina (Head of CLO Capital Markets) discuss topics from the 2Q2023 Performing Credit Quarterly. They consider the current tug-of war between fiscal and monetary policy, opportunities in credit, and what many investors are getting wro…
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Performing Credit Quarterly 2Q2023: Fighting The Fed
43:21
43:21
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The U.S. economy continues to send mixed messages – but that may be because the Biden administration’s desire to keep the economy churning has clashed with the Federal Reserve’s interest in throwing sand in the gears. In Oaktree’s latest Performing Credit Quarterly, Armen Panossian (Head of Performing Credit) and Danielle Poli (Assistant Portfolio …
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Conversations: This Time Might Be Different with Howard Marks and David Rosenberg
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33:37
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David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023 edition of The Roundup. They consider the evolution of the high yield bond market, investor optimism and why this time might actually be different in financial markets.…
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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition
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23:00
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Oaktree believes the investment environment may be undergoing a dramatic change, not simply a cyclical fluctuation. In the current installment of The Roundup, Oaktree portfolio managers explore the changes we’re already seeing in credit markets and consider what may lie ahead. What catalysts might widen the distressed liquid credit universe? How is…
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Conversations: Cutting Through the Economic Noise with Wayne Dahl
35:27
35:27
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Oaktree Investment Risk Officer Wayne Dahl explains why economic statistics can tell conflicting stories and what this means for credit investors trying to make sense of today’s noisy data.
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Performing Credit Quarterly 1Q2023: Flight Risk
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38:20
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When a period of easy money comes to an abrupt end, simmering risks typically erupt, as we recently saw in the banking sector. Armen Panossian (Head of Performing Credit) and Danielle Poli (Head of the Product Specialist Group) explain why they believe more pockets of stress will likely burst as credit conditions tighten – and why this will benefit…
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Conversations: Performing Credit Quarterly 1Q2023
35:37
35:37
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In the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and Howard Marks (Co-Chairman) discuss key takeaways from the 1Q2023 Performing Credit Quarterly, including the potential ramifications of the recent banking turmoil, opportunities in private credit, and a possible rise in distress. As part of the discussion,…
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Welcome to The Insight by Oaktree Capital
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Jana Daisy-Ensign Northwest Cider Association and Co-founder of Pomme Boots– Craft Beer Podcast Episode 135
50:23
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Jana Daisy-Ensign Northwest Cider Association and Co-founder of Pomme Boots– Craft Beer Podcast Episode 135 The Craft Beer Podcast - Sharing and Celebrating Craft Beer Stories & Craft Cider Stories You Will Love! In this episode of The Craft Beer Podcast our Host Steven Shomler visits with Jana Daisy-Ensign with the Northwest Cider Association and …
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Northwest Cider Club Emily Ritchie & Jana Daisy-Ensign– Craft Beer Podcast Episode 134
36:46
36:46
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Northwest Cider Club Emily Ritchie & Jana Daisy-Ensign– Craft Beer Podcast Episode 134 The Craft Beer Podcast - Sharing and Celebrating Craft Beer Stories & Craft Cider Stories You Will Love! In this episode of The Craft Beer Podcast our Host Steven Shomler visits with Emily Ritchie & Jana Daisy-Ensign talking about the Northwest Cider Association’…
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Anna Deal Lockhorn Cider – Craft Beer Podcast Episode 133
29:19
29:19
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Anna Deal Lockhorn Cider – Craft Beer Podcast Episode 133 The Craft Beer Podcast - Sharing and Celebrating Craft Beer & Craft Cider Stories You Will Love! In this episode of The Craft Beer Podcast our Host Steven Shomler visits with Anna Deal Lockhorn Cider Bozeman, Montana Subscribe to The Craft Beer Podcast Apple Podcastshttps://podcasts.apple.co…
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Trevor Rogers de Garde Brewing– Craft Beer Podcast Episode 132
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Trevor Rogers de Garde Brewing– Craft Beer Podcast Episode 132 The Craft Beer Podcast - Sharing and Celebrating Craft Beer & Craft Cider Stories You Will Love! In this episode of The Craft Beer Podcast our Host Steven Shomler visits with Trevor Rogers de Garde Brewing Tillamook Oregon Subscribe to The Craft Beer Podcast Apple Podcastshttps://podcas…
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Jarek Szymanski Threshold Brewing & Blending – Craft Beer Podcast Episode 131
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1:02:14
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Jarek Szymanski Threshold Brewing & Blending – Craft Beer Podcast Episode 131 The Craft Beer Podcast - Sharing and Celebrating Craft Beer & Craft Cider Stories You Will Love! In this episode of The Craft Beer Podcast our Host Steven Shomler and special Co-host Andre Meunier visit with Jarek Szymanski Co-founder Threshold Brewing & Blending Portland…
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Sara Szymanski Threshold Brewing & Blending – Craft Beer Podcast Episode 130
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53:47
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Sara Szymanski Threshold Brewing & Blending – Craft Beer Podcast Episode 130 by Steven Shomler The Craft Beer Podcast - Sharing and Celebrating Craft Beer Stories You Will Love! In this episode of The Craft Beer Podcast our Host Steven Shomler and special Co-host Andre Meunier visit with Sara Szymanski Co-founder Threshold Brewing & Blending Portla…
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Andre Meunier March 2020 to March 2021 A Pandemic Year Review For Portland, Oregon Craft Beer
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Andre Meunier March 2020 to March 2021 A Pandemic Year Review For Portland, Oregon Craft Beer – Craft Beer Podcast Episode 129 The Craft Beer Podcast - Sharing and Celebrating Craft Beer Stories You Will Love! In this episode of The Craft Beer Podcast our Host Steven Shomler visits with Andre Meunier the Oregonian Craft Beer Writer. Andre shares hi…
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Michael Hunsaker Grains of Wrath Brewery - Craft Beer Podcast Episode 128
48:53
48:53
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Michael Hunsaker Grains of Wrath Brewery - Craft Beer Podcast Episode 128 The Craft Beer Podcast - Sharing and Celebrating Craft Beer Stories You Will Love! In this episode of The Craft Beer Podcast our Host Steven Shomler visits with Michael Hunsaker Grains of Wrath Brewery Camas, Washington & Portland, Oregon. Subscribe to The Craft Beer Podcast …
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Darin Haener FermentAble Brewery Management Software - Craft Beer Podcast Episode 127
22:57
22:57
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Darin Haener FermentAble Brewery Management Software - Craft Beer Podcast Episode 127 The Craft Beer Podcast - Sharing and Celebrating Craft Beer Stories You Will Love! In this episode of The Craft Beer Podcast our Host Steven Shomler visits with Darin Haener with FermentAble Brewery Management Software. Save 20% Craft Beer Podcast listeners can sa…
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Crowdfunding a Canning Line Tomas Sluiter Culmination Brewing - Craft Beer Podcast Episode 126
22:50
22:50
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Crowdfunding a Canning Line Tomas Sluiter Culmination Brewing - Craft Beer Podcast Episode 126 The Craft Beer Podcast - Sharing and Celebrating Craft Beer Stories You Will Love! In this episode of The Craft Beer Podcast our Host Steven Shomler visits with Tomas Sluiter Culmination Brewing Portland, Oregon about crowdfunding a canning line. Apple Po…
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Tomas Sluiter Culmination Brewing - Craft Beer Podcast Episode 125
56:57
56:57
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Tomas Sluiter Culmination Brewing - Craft Beer Podcast Episode 125 The Craft Beer Podcast - Sharing and Celebrating Craft Beer Stories You Will Love! In this episode of The Craft Beer Podcast our Host Steven Shomler visits with Tomas Sluiter Culmination Brewing Portland, Oregon. Apple Podcasts – You can subscribe to The Craft Beer Podcast Podcast o…
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