AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
18min chapter
The Insight: Conversations - Oaktree Conference 2024 Edition
The Memo by Howard Marks
Navigating the Changing Investment Landscape
The chapter explores the current investment climate in high yield bonds and senior loans, discussing factors like attractive yields, default rates, and quality of assets. Experts from Oaktree engage in a debate on relative value in the market, emphasizing the importance of income generation and credit picking in the face of potential defaults and evolving market dynamics.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode