The Insight by Oaktree Capital Conversations: Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
5 snips
Aug 8, 2023 Chapters
Transcript
Episode notes
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Introduction
00:00 • 3min
The Implications of a Higher Rate Regime for Investors
02:50 • 2min
The Market's View on the Interest Rate Picture
04:22 • 2min
The Recent Performance Credit Quarterly: What Readers Should Know
05:59 • 2min
Oaktree's Global Credit Strategy: Risks and Opportunities
08:21 • 2min
The Cost of Hedging in the High Interest Rate Environment
10:02 • 2min
The PCCU and the Rise of Interest Rates
11:35 • 2min
The Benefits of Allocating Across Asset Classes
13:06 • 3min
The Importance of Timing in Credit Investing
15:50 • 1min
The Role of the CLO Manager in the Performance Credit Quarterly Market
17:19 • 2min
The Misconceptions About the CLO Market
19:27 • 2min
The CLO Arbitrage and the Change in Interest Rates
21:30 • 2min
The Misnomer of CLO Equity
23:35 • 2min
CLO Equity Investors Should Consider a Market Dislocation
25:07 • 2min
The Benefits of CLOs
26:43 • 2min
How CLOs and CDOs Are Different
28:29 • 2min
The CLO Market and the Opportunity for Equity Investors
30:27 • 3min