The Insight by Oaktree Capital

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


Listen Later

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, Global Credit), Robert O’Leary (Portfolio Manager, Global Opportunities), and Mark Jacobs (Co-Portfolio Manager, Real Estate Income) discuss topics from the September edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktrees-quarterly-letters-september-2023-edition) and explain what it means to be in a credit picker’s market.

...more
View all episodesView all episodes
Download on the App Store

The Insight by Oaktree CapitalBy Oaktree Capital

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

19 ratings


More shows like The Insight by Oaktree Capital

View all
Masters in Business by Bloomberg

Masters in Business

2,168 Listeners

Exchanges by Goldman Sachs

Exchanges

962 Listeners

Odd Lots by Bloomberg

Odd Lots

1,862 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

928 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

789 Listeners

Making Sense by J.P. Morgan

Making Sense

61 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

201 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,283 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

149 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

74 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

409 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

31 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

25 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

25 Listeners

The Markets by Goldman Sachs

The Markets

78 Listeners