Best Oaktree Capital Management Podcasts (2024)

1
Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33) 44:09

8d ago44:09

44:09

Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital. If you work directly with clients and prospects, this is the conversation for you. Nicole discusses her career path beginnings at Goldman Sachs, and how she turned a summer internship during business school into a career at Oaktree. Working with clien…

1
Rerun: Jensen Huang Founder and CEO of Nvidia 48:18

6h ago48:18

48:18

Rerun: What’s the most important problems that AI can solve? How close are we to artificial general intelligence? And how can we use AI responsibly? Tune in and find out! The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with additional input from our por…

1
David Epstein: The power of being a generalist 42:56

7d ago42:56

42:56

In this episode of In Good Company, Nicolai welcomes David Epstein, author of the book Range, which challenges conventional wisdom and illustrates why generalists often thrive in a specialized world. David shares his insights on the advantages of being a generalist, the importance of a sampling period, how embracing diversity and unconventional thi…

1
The Insight: Conversations - Oaktree Conference 2024 Edition 39:14

10d 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
Ep 173: Dan Ariely - Understanding irrationality through behavioural economics 1:00:24

9d ago1:00:24

1:00:24

In this episode of Inside The Rope, David welcomes Dan Ariely, a globally renowned expert in behavioural economics. Dan is a professor of psychology and behavioural economics at Duke University, and in this episode he shares his insights into the irrational ways in which people make decisions and how understanding these behaviours can improve finan…

1
Dario Amodei CEO of Anthropic: Claude, New models, AI safety and Economic impact 1:10:51

16d ago1:10:51

1:10:51

How much bigger and more powerful will the next AI models be? Anthropic’s CEO, Dario Amodei, joins Nicolai in Oslo to discuss the latest advancements in AI, the economic impact of this technology, and the importance of responsible scaling. Dario also shares his excitement about the upcoming models and his thoughts on who will profit the most from A…

1
Ep 172: Artificial Intelligence Series - Part 3: Investing in AI 37:02

16d ago37:02

37:02

In the concluding part of Inside The Rope's series on artificial intelligence, the focus shifts to the financial implications of AI. The episode explores how AI is poised to revolutionise investment markets, identifying potential winners and losers, and debating whether this surge is a bubble reminiscent of the dot-com era. The experts discuss the …

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

22d 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, …

1
Taimur Hyat, COO – PGIM (EP.32) 48:58

22d ago48:58

48:58

Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages over 1.3 trillion in equity, fixed income, real estate, alternatives, and multi-asset solutions. Being a “strategic COO” is the wave of the future, and Taimur provides some great insight on how he does it. He shares his evolution from doing development economic research to consulting…

1
Bonus Episode: Howard Marks on “In Good Company” 41:11

22d 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

24d 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
Hank Boughner, CEO – Dynamo Software (EP.31) 45:56

28d ago45:56

45:56

This Sponsored Insight features Hank Boughner, the CEO of Dynamo Software – an end-to-end platform for the alternative investment industry. Hank has been the CEO of Dynamo Software since 2017. His unique career path as an engineer, investment banker, and private equity investor gives him a unique perspective on what the future holds for investment …

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

29d 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
Ep 172: Artificial Intelligence Series - Part 1: Defining AI 24:19

30d 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

1M 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
Darshan Desai, COO – Beach Point Capital Management (EP.30) 48:22

1M ago48:22

48:22

Darshan Desai is the COO and Head of Risk at Beach Point Capital, a $15 billion credit shop based in Santa Monica, CA. Darshan and I discuss his career path, which began at York Capital, his move to Kansas City to works for BATS, and then finding his way to Beach Point in 2010. Darshan shares his experience and learnings from seeing two firms ramp …

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

1M 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

1M 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

2M 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
Amy Knapp, COO – Corsair Capital (EP.29) 37:11

2M ago37:11

37:11

Amy Knapp is the COO of Corsair Capital, a private equity firm that is focused on buyouts and infrastructure. When we started the podcast, the goal was to share best practices among investment operations professionals, and my conversation with Amy fires on all cylinders. Amy discusses her career path from public accounting to an unexpected opportun…

1
Nasdaq Solovis at Verger Capital (EP.28) 33:59

2M ago33:59

33:59

This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners. We spoke with Jeff Manning of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments. Verger’s CIO, Jim Dunn, was an early guest on Capital Allocators,…

1
[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24) 1:03:55

2M ago1:03:55

1:03:55

Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as…

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

2M 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

2M 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

2M 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
Karl Sprules, COO – AllianceBernstein (EP.27) 45:41

2M ago45:41

45:41

Karl Sprules is the COO at Alliance Bernstein, a global asset manager with $725 billion in assets and over 4,700 employees. I really enjoyed speaking with Karl as he shows how you can be nimble at scale. We cover a lot of territory from his beginnings at Alliance Capital in the technology group, navigating the merger that created AB, and his evolut…

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
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
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

3M 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

3M 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
Michael Lukasek, Managing Director – University of Pennsylvania (EP.26) 40:14

3M ago40:14

40:14

Mike Lukasek is a Managing Director and the COO for the University of Pennsylvania’s Office of Investments. Mike has been the COO of Penn’s Endowment for over 14 years. Prior to that, he was a VP at Goldman Sachs for their private equity fund of funds business and a VP of Finance at Summit Partners. Given his tenure at Penn, Mike brings perspective…

1
The Indispensability of Risk 12:20

3M 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

3M 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

3M 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
Lawrence Miller, CTO – Wilshire (EP.25) 45:55

3M ago45:55

45:55

Lawrence Miller is the CTO of Wilshire, an independent investment management firm that offers consulting services, analytical products, and manages funds for a global client base. For many of us owning and understanding technology is critical for our business. However, many of us have come up through the ranks without hands-on training. This is whe…

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

3M 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
DoorDash co-Founder & CEO: food delivery, first order and hard work 51:06

4M 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
Kenneth Onorio, CFO/COO – Eagle Point Credit Company (EP.24) 34:54

4M ago34:54

34:54

Ken Onorio is the Chief Financial and Chief Operating Officer of Eagle Point Credit, a $9 billion credit-oriented investment firm. At some level, this is an interview about the softer skills in our space. Having spent time in hedge funds and a tour in fund administration, Ken shares his unique perspective with some key takeaways. Ken then discusses…

1
The Archive: You Bet! 47:59

4M 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

4M 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

4M 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

4M 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
Terry Thompson, COO – Berkshire Partners (EP.23) 37:39

4M ago37:39

37:39

Terry Thompson is the Chief Operating Officer of Berkshire Partners, Boston-based private equity firm started in the 1980s before adding public equity capabilities in 2007. Terry shares how his background across 8 different industries helped him land the role at Berkshire. We talk about how to quickly transition into a new industry, how to assess a…

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

5M 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…

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