Best Oaktree Capital Podcasts (2024)

1
Howard Marks: Oaktree Capital, Investment philosophy, Risk and Randomness 40:50

8d ago40:50

40:50

How can you judge the quality of a decision? Howard Marks is the co-founder of Oaktree Capital and one of the world's most respected investors. In this episode he tells us about how he got started in finance, his investment philosophy, his thoughts on risk management and much more. Tune in for an insightful conversation with one of the greatest min…

1
Exor CEO John Elkann: Family ownership, Football and Ferrari 45:31

1d ago45:31

45:31

In this episode, Nicolai sits down with John Elkann, CEO of Exor, to discuss the history of the holding company, the importance of family ownership, and the focus on long-term value creation. Exor, controlled by the Agnelli family, has companies like Ferrari, Stellantis, Philips, and the Italian football club Juventus in its portfolio. Altogether, …

51
Bonus Episode: Howard Marks on “In Good Company” 41:11

2d ago41:11

41:11

Oaktree Co-Chairman Howard Marks (https://www.linkedin.com/in/howardmarksbook/) joined the In Good Company podcast with Nicolai Tangen (https://www.linkedin.com/in/nicolai-tangen/). They discussed Howard's investment philosophy, risk management, and how to determine the quality of a decision.

1
Ep 172: Artificial Intelligence Series - Part 2: Revolution or risk; Generative AI 35:52

3d ago35:52

35:52

In episode 2 of Inside The Rope’s series on Artificial Intelligence, the discussion pivots to the revolutionary scope of generative AI and its deep societal impacts. This episode explores how AI is unlocking unprecedented potential in software development, enabling anyone to code and vastly expanding the pool of potential developers globally. It al…

1
Ep 172: Artificial Intelligence Series - Part 1: Defining AI 24:19

9d ago24:19

24:19

In episode 1 of a 3-part series on artificial intelligence, David is joined by multiple guests to define what Artificial Intelligence is, and the implications it poses on our future. David and guests discuss how models like ChatGPT operate, and how unlike traditional AI systems that are designed for specific tasks, ChatGPT represents a shift toward…

1
Adobe CEO: Creativity, Innovation and Unreasonable expectations 51:29

16d ago51:29

51:29

How can setting unreasonable expectations lead to innovation and success? In this episode, Shantanu Narayen, the CEO of Adobe, shares how early mentorship experiences shaped his approach to leadership. Nicolai and Shantanu also discuss the impact of AI on creativity, the founders' lasting influence on Adobe's culture, Shantanu's upbringing in India…

1
Cal Newport: How to eliminate distractions and stay focused 35:15

22d ago35:15

35:15

What is deep work, and why is it important? Cal Newport is known for his work on productivity and focus, and in this episode, he shares his best advise on how to eliminate distractions and getting things done. Cal and Nicolai also discuss the myths of multitasking, whether four-day work weeks are beneficial and the importance of respecting your att…

1
Ep 171: Greg Mauro - Venture into education 58:37

24d ago58:37

58:37

In this episode of Inside the Rope, David interviews Greg Mauro, founder of Learn Capital. The episode focuses on Mauro's venture capital fund, highlighting its emphasis on educational investments and some of the well-known companies Greg has invested in. Greg shares his transition from a tech entrepreneur to a significant figure in venture capital…

1
Atlas Copco CEO: Culture, performance, mistakes and accountability 33:48

30d ago33:48

33:48

Why does the Swedish company Atlas Copco produce some of the best CEOs in the world? After 7 years in charge, Mats Rahmström has now stepped down as CEO. In this episode, he talks to Nicolai about excellent leadership, the unique corporate culture at Atlas Copco, his biggest mistake, high expectations for employees and how to maintain speed in the …

1
Porsche and Volkswagen CEO: Leadership, iconic cars & Chinese competition 35:34

1M ago35:34

35:34

Join us for an exciting drive with Oliver Blume, the CEO of Porsche & Volkswagen! Oliver talks about his love of cars, the magic of the Porsche 911, Chinese competition in the EV market and how he splits his time leading two companies. When Porsche got listed in 2022, we were a cornerstone investor, and today we own over 1% of Porsche and Volkswage…

1
Ep 170: Elizabeth Burton - Building a diversified portfolio 39:37

1M ago39:37

39:37

In this episode of Inside the Rope, David is joined by Elizabeth Burton, a managing director and client investment strategist at Goldman Sachs Asset Management. Based in New York, Elizabeth shares her extensive background in finance, transitioning from a Chief Investment Officer for the state of Hawaii to her current role at Goldman Sachs. She prov…

1
The Impact of Debt 16:05

2M ago16:05

16:05

In his latest memo, Howard Marks examines the relationship between leverage and survivability, taking inspiration from a recent Collaborative Fund post by Morgan Housel. Howard explains why determining the appropriate amount of leverage should be about optimization, not maximization. You can read the memo here (https://www.oaktreecapital.com/insigh…

1
Rachel Botsman: How to build and maintain trust 43:18

1M ago43:18

43:18

What is trust, and why is it so easy to tear down? In this episode, world leading expert on trust, Rachel Botsman, addresses the challenges of building and maintaining trust. Nicolai and Rachel explore the key moments that foster trust and the essential elements of building strong, enduring relationships in today's digital world. The production tea…

1
The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg 31:12

2M ago31:12

31:12

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…

1
Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg 31:12

2M ago31:12

31:12

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…

1
Citadel Founder and CEO: Investing, Innovation, Culture, and Politics 44:45

2M ago44:45

44:45

Since founding Citadel in 1990, Ken Griffin has become one of the most successful investors of all time. In this episode, Ken shares his journey from starting Citadel after university, to leading the world's most successful hedge fund. He also shares valuable advice on politics and maintaining resilience in a volatile economic landscape. The produc…

1
Performing Credit Quarterly 1Q2024: Unusually Uncertain 44:19

2M ago44:19

44:19

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…

1
Ep 169: Armen Panossian - Oaktree's approach to navigating distressed credit 43:06

2M ago43:06

43:06

In this episode David interviews Armen Panossian, co-CEO and head of Performing Credit at Oaktree Capital Management, known for its successful management of distressed debt. Armen outlines his background in finance and his journey at Oaktree since joining the firm in 2007. He discusses Oaktree's foundation in 1995, its investment philosophy emphasi…

1
Marc Andreessen Live at Our Investment Conference: AI, Disruption, US vs. Europe, and Making Money 17:34

2M ago17:34

17:34

Marc Andreessen, a pioneering Silicon Valley entrepreneur and co-founder of the influential venture capital firm Andreessen Horowitz, talks to Nicolai Tangen at our annual investment conference. In this engaging conversation, he shares insights on how to make money in today's economy, the global AI race, the competitiveness between Europe and the U…

1
Shell CEO: Energy, security, transition, and Leadership 49:04

2M ago49:04

49:04

Wael Sawan is a Lebanese Canadian business executive who became CEO of Shell in 2023. He shares unique insights into navigating the complex landscape of energy transition, aiming for sustainability while meeting global energy demands. In this episode, Wael also shares his personal story and advice to young people. The production team for this episo…

1
The Indispensability of Risk 12:20

2M ago12:20

12:20

In his latest memo, Howard Marks considers what chess can teach investors about the paradox of risk-taking. Drawing on insights from a recent Wall Street Journal article (https://www.wsj.com/sports/chess-teaches-the-power-of-sacrifice-221db7b7) by chess grandmaster Maurice Ashley, Howard explains why not taking enough risk may be one of the riskies…

1
Sal Khan CEO & Founder of Khan Academy: Personalized education, AI and the drive to learn 42:48

2M ago42:48

42:48

In this bonus episode, Sal talks about how he revolutionized global education with his innovative approach to learning. His videos have educated millions across the globe. Sal also shares his journey from hedge funds to educational philanthropy and discusses the transformative power of AI in education. The production team on this episode were PLAN-…

1
Ep 168: Tim Carleton - Investing for long-term growth 51:02

2M ago51:02

51:02

In this episode of "Inside the Rope," host David Clark welcomes back Tim Carleton, Chief Investment Officer at Auscap Asset Management, to discuss his fund's performance and investment strategy. The Auscap Long Short Fund has achieved a notable compound annual growth rate of 16.1% since its inception (December 2012 to March 2024). During the episod…

1
Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang 42:31

2M ago42:31

42:31

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…

1
Elon Musk: AI, Space, X, Mars, speed and hardcore 46:37

2M ago46:37

46:37

This was a Live recording on X Spaces with Elon Musk. Tune in for his unique insight into the future of AI, space exploration, Mars, free speech and much more. You don’t want to miss this one! The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Background research were done by Sigurd Brekke and Isabelle Karls…

1
Alibaba co-founder & Chair: China, Jack Ma, AI and basketball 37:37

3M ago37:37

37:37

Joe Tsai is chair and co-founder of Alibaba, one of the world’s largest companies with over a billion consumers. Joe shares unique insight in the Chinese economy and consumer, how he met Jack Ma, and how far behind China is from the US when it comes to AI development. Joe is also a huge sports fan and owns the NBA basketball team Brooklyn Nets. We …

1
Ep 167: Amy Pham - Property Insights: Navigating Offices, Retail, and Data Centres 33:49

3M ago33:49

33:49

In this episode of "Inside the Rope," David chats with Amy Pham, Fund Manager at Pengana, about the changing world of property investment as interest rates change and more people work from home. They dive into how these changes are affecting properties in Australia, especially offices, and compare it to what's happening around the world.Amy highlig…

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition 18:06

3M ago18:06

18:06

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…

1
DoorDash co-Founder & CEO: food delivery, first order and hard work 51:06

3M ago51:06

51:06

Tony Xu founded this company as a student and has since transformed it into a global leader in food delivery. Tony shares unique insights into how he made DoorDash a success, his vision for the future of delivery, the war on bits and atoms, and how to organize the physical world. Join us as we explore the world of DoorDash with the very impressive …

1
The Archive: You Bet! 47:59

3M ago47:59

47:59

In his 2020 memo You Bet!, Howard Marks explained what it means to “think in bets,” as he discussed the many parallels between investing and games of chance. Now you can listen to You Bet!, the first release from The Memo by Howard Marks: The Archive. We’ve received many requests for an audio library of the memos that Howard Marks has published ove…

1
RBI CEO and Chair: Burger King, coffee, speed and trust 36:50

3M ago36:50

36:50

Today’s guests; Patrick Doyle and Josh Kobza, the Executive Chair and CEO of Restaurant Brands International, one of the world’s largest fast-food companies. They own Burger King, Tim Hortons, Firehouse, and Popeyes. In other words, they sell billions of Burgers, Coffees, Chickens and Sandwiches every year. They discuss trends in the industry, how …

1
Ep 166: Dr Craig Collie - Ozempic and beyond, inside the weight loss drug revolution 42:40

3M ago42:40

42:40

In this episode of "Inside the Rope," host David Clark welcomes back Dr. Craig Collie from Regal Funds Management to delve into the groundbreaking developments in the field of weight loss drugs, particularly focusing on Ozempic, a GLP-1 category drug revolutionizing obesity treatment. Dr. Collie, who runs the Regal Healthcare Long Short Fund, share…

1
Microsoft Chairman & CEO: AI, chip shortage, empathy, and poetry 37:34

3M ago37:34

37:34

Satya Nadella shares his unique insight into AI, chip shortage, the importance of empathy and effective leadership. We are invested in over 8000 companies, but Microsoft is our number one holding. It's fascinating to think that each Norwegian has an average investment of over 6,000 US Dollars in this company. And under Satya’s leadership, Microsoft…

1
Conversations: NAV Finance 101 with Pierre-Antoine de Selancy 20:14

3M ago20:14

20:14

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.…

1
NAV Finance 101: The Next Generation of Private Credit 14:48

3M ago14:48

14:48

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…

1
UBS CEO: Surprise comeback, Credit Suisse, and winning 41:45

4M ago41:45

41:45

Sergio Ermotti's returned as CEO with the bank's historical acquisition of their main rival Credit Suisse, a landmark event in global finance. Sergio shares why he wanted to come back to UBS, his biggest challenges as new CEO, and why Credit Suisse failed. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. B…

1
Ep 165: Brigette Leckie - Exploring the future of global economies 40:58

4M ago40:58

40:58

In this episode, David is joined by Koda Capital Chief Economist Brigette Leckie to discuss global economic performance, the impact of artificial intelligence on economies, and the implications of upcoming elections, particularly in the US, for the economy and investment markets. Brigette and David also touch on the current wars and their potential…

1
Northvolt CEO: Batteries, sustainability, Elon Musk and speed 44:43

4M ago44:43

44:43

Peter Carlsson is steering the Swedish battery developer and manufacturer towards sustainable battery production. Northvolt is constructing one of Europe's largest battery factories, in a very competitive landscape with strong competition from China. Check out Peter’s visionary and bold approach, what we learned from his time at Tesla with Elon Mus…

1
London Stock Exchange Group CEO: Leadership, CEO pay, and busting silos 32:20

4M ago32:20

32:20

Founded in 1801, LSEG has been at the forefront of financial markets for centuries, surviving world wars. Now it’s a global financial powerhouse. David Schwimmer, their CEO, is a New Yorker with a rich academic background from Yale, Harvard, and a 20-year tenure at Goldman Sachs from Moscow to London. Join us for an insightful conversation with Dav…

1
Ep 164: Phil King - Listening for opportunities 41:55

4M ago41:55

41:55

In this episode, host David Clark interviews Phil King, the Chief Investment Officer and co-founder of Regal Funds Management. King discusses his passion for investing and the enjoyment he finds in working with top companies worldwide and building a successful team at Regal. Despite his significant achievements, Phil is noted for his humility and s…

1
Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl 49:59

4M ago49:59

49:59

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…

1
Annie Duke: Quitting, Bill Gates, and poker 40:52

4M ago40:52

40:52

In the face of tough decisions, we’re terrible quitters. And that is significantly holding us back. In this episode, Annie Duke blends her experience at the poker table with her academic background, offering unique insights into the human psyche, decision-making and quitting. The production team on this episode were PLAN-B's Pål Huuse and Niklas Fi…

1
Behind the Memo: Easy Money with Howard Marks and Edward Chancellor 36:54

5M ago36:54

36:54

In this special episode of Behind the Memo, Howard Marks is joined by journalist and financial historian Edward Chancellor to discuss ideas from Howard’s recent memo, Easy Money, which was inspired by Edward’s book, The Price of Time: The Real Story of Interest. They explore the history of interest rates, the profound impact they’ve had on financia…

1
Rentokil Initial CEO: Pest Control, AI and dealmaking 37:05

4M ago37:05

37:05

In this episode, we delve into the world of pest control with Andy Ransom, CEO of Rentokil. Andy has steered Rentokil to become a global leader in pest control. We'll explore how climate change is reshaping pest control across the world and the unique challenges facing the industry. Plus, don't miss Andy sharing his craziest pest control story. Joi…

1
Ep 163: Frank Macindoe: The art of long term investing 34:59

5M ago34:59

34:59

In this episode of "Inside the Rope", David interviews Frank Macindoe, advisor and partner at Koda Capital, who manages the Koda Enduring Equities portfolio. This portfolio, focusing on ASX-listed shares, has achieved an impressive compound annual growth rate of over 14.8% over 15 years to November 2023. The discussion revisits the fund's performan…

1
Dominos CEO: Pizza, pineapple, and courage 31:56

5M ago31:56

31:56

Dominos was founded in 1960 by two brothers. Now they are the largest pizza company in the world, serving over 1 million people daily across 20,000 locations globally. Their CEO Russell Weiner talk about what makes a good pizza, their unique marketing campaigns, new delivery trends, and can you have pineapple on a pizza? The production team on this…

1
Performing Credit Quarterly 4Q2023: The Goldilocks Trap 44:12

5M ago44:12

44:12

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…

1
Siemens CEO: Automation, digital twin and grit 39:54

5M ago39:54

39:54

Siemens has played an important role in shaping the technological evolution of Europe, and beyond. Their impressive CEO, Roland Busch, shares his rise to the top, leadership principles, and also discuss the new trends in automation, digitisation, and AI. The production team on this episode were PLAN-B's Pål Huuse and Niklas Figenschau Johansen. Bac…

1
Ep 162: Cal O'brien - Mid-market turnarounds 37:06

5M ago37:06

37:06

In the podcast episode of "Inside the Rope," host David Clark interviews Cal O'Brien, a managing partner at Anchorage Capital Partners. Anchorage is noted for its expertise in mid-market turnaround investments in Australia, with an impressive average internal rate return of return of over 40%.Cal shares his background, detailing his upbringing on a…

1
Citi CEO: Restructuring, leadership, and empathy 45:04

5M ago45:04

45:04

Jane Fraser is a leading figure in global finance and the first woman to head a major US bank. At Citigroup, she has been a force of change, steering the bank through big restructuring. In this episode, she delves into her strategies for steering a multinational bank, her vision for Citigroup's future, and the key traits of effective leadership. Th…

Podcasts Worth a Listen

Oaktree Capital Podcasts

Podcasts Worth a Listen

Quick Reference Guide