Best David O Leary Podcasts (2024)

1
Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl 36:06

5d ago36:06

36:06

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…

1
Performing Credit Quarterly 2Q2024: The Dual Economy 41:37

17d ago41:37

41:37

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…

1
Conversations: Oaktree Conference 2024 Edition 39:14

1M ago39:14

39:14

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…

1
The Roundup: Top Takeaways from Oaktree Conference 2024 19:44

2M ago19:44

19:44

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,…

1
David O’Toole — Lessons and Directions From a Decade at CIHI 21:36

2M ago21:36

21:36

In this special edition of the CHIP, host Avis Favaro sits down with David O’Toole as he contemplates the biggest challenges and successes of his 10 years as CIHI’s president and CEO. To read more about the Pan-Canadian Health Data Charter click here. This episode is available in English only.By David O'Toole, Jonathan Kuehlein, Avis Favaro, Heather Balmain

1
Fixing Family Medicine — Dr. Jane Philpott and Dr. Tara Kiran 25:05

3M ago25:05

25:05

With an exodus of family doctors — due to burnout caused by heavy workloads, difficulties getting patient referrals and financial stress — 1 in 5 Canadians do not have direct access to primary care. Why is family medicine so important and what can we do to repair this over-burdened health care sector? Listen as host Avis Favaro speaks with 2 physic…

1
Patients Experiencing Homelessness — Dr. Louis Francescutti and Dr. Andrew Bond 35:23

3M ago35:23

35:23

According to the latest CIHI data, almost all (93%) patients experiencing homelessness were admitted to hospital via the emergency department — a high proportion that suggests inadequate access to primary care. In this episode of the CHIP, we’ll hear about the complex health needs of the growing number of people who are unhoused and turning to hosp…

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

3M 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
Performing Credit Quarterly 1Q2024: Unusually Uncertain 44:19

4M 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
Emergency Departments in Crisis — Dr. Fraser Mackay and David Leary 28:13

4M ago28:13

28:13

From staffing shortages and physician burnout to department closures and lengthy wait times, there is little question that Canada’s emergency departments are overwhelmed. Some EDs are so busy that hallways are packed with gurneys of patients waiting days to be admitted or, in some cases, choosing to walk away without receiving the emergency care th…

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

4M 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
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2024 Edition 18:06

5M 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
Conversations: NAV Finance 101 with Pierre-Antoine de Selancy 20:14

5M 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

5M 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
Frailty in Canada — Dr. Kenneth Rockwood 27:26

6M ago27:26

27:26

As Canada’s population ages, it is expected that an increasing number of people will become frail. Individuals living with frailty have an increased risk of the following: hospitalizations, longer hospital stays, hospital readmissions, emergency department visits and in-hospital death. New data shows that more than one-third of all hospitalized old…

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

6M 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
Performing Credit Quarterly 4Q2023: The Goldilocks Trap 44:12

7M 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
Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar 35:13

7M ago35:13

35:13

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…

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition 20:44

8M ago20:44

20:44

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…

1
Conversations: Special Episode with Annie Duke and Howard Marks 51:35

9M ago51:35

51:35

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.

1
Hospital Harm in Canada — Kate Parson, Linda Silas, Kathleen Finlay and Annette Elliott Rose 39:31

9M ago39:31

39:31

Hospital harm — medical conditions that patients experience in hospital that they did not have when they were admitted — is on the rise. A new CIHI analysis shows that 1 in 17 patients admitted to hospital was unintentionally harmed during their stay. Meanwhile, nurses and other health care workers charged with caring for patients in Canada are str…

1
Conversations: Full Return World with Howard Marks and Armen Panossian 31:02

10M ago31:02

31:02

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…

1
Performing Credit Quarterly 3Q2023: Tails, You Lose? 41:08

10M ago41:08

41:08

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…

1
Conversations: Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs 29:25

10M ago29:25

29:25

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…

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2023 Edition 19:22

11M ago19:22

19:22

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…

1
Climate Change and Health in Canada — Dr. Theresa Tam 28:07

11M ago28:07

28:07

Clips from the following sources were used in this recording: CTV News (Drivers dodge flames and smoke from Nova Scotia wildfire | DRAMATIC VIDEO) CBC News (As unprecedented fire year rages on, experts warn of longer, more destructive seasons) Reuters (Nova Scotia floods cause 'unimaginable' damage) CTV News (State of emergency in Quebec | Mass flo…

1
Conversations: European Credit at a Turning Point 42:08

11M ago42:08

42:08

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…

1
Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina 33:55

1y ago33:55

33:55

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…

1
Performing Credit Quarterly 2Q2023: Fighting The Fed 43:21

1y ago43:21

43:21

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 …

1
Health Care Funding in Canada — Dr. Jennifer Zelmer, Teri Price and Annamarie Fuchs 27:00

1y ago27:00

27:00

The federal government reached a funding agreement recently with Canada’s provinces and territories that will add roughly $46.2 billion in new money over 10 years to be directed at 4 priority areas: family health services, health workers and backlogs, mental health and substance use, and a modernized health system. In this episode of the CHIP, we s…

1
Conversations: This Time Might Be Different with Howard Marks and David Rosenberg 33:37

1y ago33:37

33:37

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.…

1
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition 23:00

1y ago23:00

23:00

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…

1
Conversations: Cutting Through the Economic Noise with Wayne Dahl 35:27

1y ago35:27

35:27

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.

1
Palliative Care in Canada — Dr. Naheed Dosani 34:10

1+ y ago34:10

34:10

More people in Canada are receiving palliative care near the end of their lives than ever — but a lot of work remains. A new CIHI analysis shows there are still many who are not getting the care they need. In this episode of the CHIP, host Avis Favaro speaks with Dr. Naheed Dosani — a palliative care physician at St. Michael’s Hospital at Unity Hea…

1
Performing Credit Quarterly 1Q2023: Flight Risk 38:20

1+ y ago38:20

38:20

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…

1
Conversations: Performing Credit Quarterly 1Q2023 35:37

1+ y ago35:37

35:37

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,…

1
Virtual Care in Canada — Dr. Ewan Affleck 32:50

1+ y ago32:50

32:50

Virtual health care in Canada has boomed during the COVID-19 pandemic, offering Canadians unprecedented online access to medical professionals. Now, as the day-to-day effects of the pandemic are lessening in much of the country, the question on many minds is “will I still have this convenient option going forward?” In this episode of the CHIP, host…

1
Surgical Wait Times in Canada — Dr. David Urbach 28:02

1+ y ago28:02

28:02

Canada’s health care systems were already facing numerous challenges with wait times for surgeries before the COVID-19 pandemic hit. Now those problems are far worse. On this episode of the CHIP, host Avis Favaro speaks with Dr. David Urbach, head of the department of surgery at Women’s College Hospital and professor at the University of Toronto, a…

1
Introducing The Insight by Oaktree Capital 1:18

1+ y ago1:18

1:18

Welcome to The Insight by Oaktree Capital

1
Black Representation in Canadian Health Care — Dr. Chika Stacy Oriuwa 39:26

1+ y ago39:26

39:26

The COVID-19 pandemic exposed some clear gaps in Canada’s health care systems, including the need to better understand the roots of health inequalities and disparities based on race. On this episode of the CHIP, host Avis Favaro speaks with Dr. Chika Stacy Oriuwa, poet, author, advocate and the only Black woman ever selected as sole valedictorian a…

1
Nurse Practitioners in Canada — Cindy Fehr and Stan Marchuk 27:24

1+ y ago27:24

27:24

In this episode of the CHIP, host Avis Favaro speaks with nurse practitioners Cindy Fehr and Stan Marchuk about where their field fits in Canadian health care and the challenges they face.By Jonathan Kuehlein, Cindy Fehr, Stan Marchuk, Avis Favaro, Alya Niang

1
49 - Building the field of regenerative media 1:01:54

1+ y ago1:01:54

1:01:54

Modern media is both wonderful and scary. It represents both the best of what people have to offer and the worst. It can include beautiful works of art by independent artists that tell stories to lift the human spirit and pass along cultural lessons and values or, as is so often the case today, is a mindless clickbait article or listicle about “10 …

1
Low-value healthcare in Canada — Dr. Wendy Levinson and Dr. Janet Reynolds 30:04

1+ y ago30:04

30:04

Overuse of medical procedures and tests is a serious concern that costs Canada’s health care systems a lot of time and money and can even be harmful to patients. Host Avis Favaro is joined by Dr. Janet Reynolds and Dr. Wendy Levinson of Choosing Wisely Canada to discuss the roots of this issue, the progress made since a previous report on the topic…

1
48 - Addressing climate change & housing affordability through real estate development 1:04:08

1+ y ago1:04:08

1:04:08

Real estate as an asset class has had an absolutely remarkably run since the 1980’s when we entered a several-decade period of economic prosperity, stable inflation, and declining interest rates. Add to that, more than a decade of quantitative easing that continued to ensure cheap financing was available for consumers and homebuyers alike. But as w…

1
Canada’s Health Workforce Crisis — Dr. Leigh Chapman and Dr. Doug Sinclair 27:16

2y ago27:16

27:16

Canada is facing an unprecedented shortage of health care professionals. COVID-19 is partly to blame, with some doctors and nurses simply burned out by the huge demands the pandemic has put on them. But there are several other key factors, including severe workplace stresses and a large cohort entering retirement age. On this episode of the CHIP, h…

1
47 - Transforming our unsustainable and inhumane food systems 1:05:53

2y ago1:05:53

1:05:53

Climate change is widely recognized as an existential threat to humanity. Chief among the contributors to climate change is our food systems. The advent of modern industrial farming brought with it a sharp increase in our ability to feed the planet. Yet this industrialization has been so rapid and so extreme that we’re now recognizing how unhealthy…

1
Child and Youth Mental Health in Canada - Liudmila Husak, Chris Daken and Dr. Chris Wilkes 28:45

2y ago28:45

28:45

The COVID-19 pandemic changed life as Canadians knew it beginning in spring 2020, and among the hardest-hit groups were children and youth. On this week’s show, host Avis Favaro digs into the data with CIHI’s manager of Health System Analytics, Liudmila Husak. She is then joined by Chris Daken of Fredericton, N.B., who talks about losing his 16-yea…

1
46 - Why assets managers should be managing the risk of Gender-Based Violence 13:16

2y ago13:16

13:16

Gender lens investing is a field that is far more robust and complex than most people realize. Often gender considerations are reduced to a check-box exercise where investors count the number of women being served, women-led businesses being financed, or women sitting on boards. More ambitious gender lens investors may expand the scope of their ana…

1
Health care in Canada on Hold - Dr. Michael Green, Dr. Christian Finley, Dr. Kishore Mulpuri and Laura Greer 36:57

2y ago36:57

36:57

The COVID-19 pandemic forced health care systems across the country to rapidly shift priorities to help save lives, but the result has been a huge backlog in care that will likely take a long time to fix. On this episode of the CHIP, host Avis Favaro chats with Laura Greer, who developed breast cancer while missing out on screening tests during the…

1
Introducing our new host 0:48

2y ago0:48

0:48

Season 3 of the Canadian Health Information Podcast is coming soon and here to introduce herself ia our new host, Avis Favaro.By avis favaro

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