The Insight by Oaktree Capital

Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar


Listen Later

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, Life Sciences Lending). They discuss topics from the December edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters and consider what investors should focus on as we enter 2024 – and what remains unknowable.

...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
Exchanges by Goldman Sachs

Exchanges

955 Listeners

Masters in Business by Bloomberg

Masters in Business

2,173 Listeners

Odd Lots by Bloomberg

Odd Lots

1,933 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

943 Listeners

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

Capital Allocators – Inside the Institutional Investment Industry

795 Listeners

Making Sense by J.P. Morgan

Making Sense

59 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

209 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,305 Listeners

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

Dry Powder: The Private Equity Podcast

142 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

77 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

449 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

29 Listeners

The Markets by Goldman Sachs

The Markets

79 Listeners

The View From Apollo by Apollo Global Management

The View From Apollo

27 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

34 Listeners