

Armen Panossian on Credit in a Time of Rising Rates
15 snips Sep 22, 2023
Armen Panossian, head of performing credit at Oaktree Capital Management, discusses distressed debt investing, private credit markets for reasonable borrowers, changes in credit markets, interest rates and credit spreads, Oaktree's stability, AI in business, the Fed's transparency, and career advice for college graduates interested in finance in this entertaining podcast.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 4min
Distressed Debt Investing and Timing
03:36 • 14min
State of the Private Credit Markets for Reasonable Borrowers
17:54 • 3min
Changes and Developments in Credit Markets
21:01 • 9min
Changes in Interest Rates, Credit Spreads, and Private Credit Dynamics
30:15 • 3min
Transition to co-CEOs and Oak Tree's Stability
33:17 • 14min
Large Institutions as Clients and the Impact of AI on Business
47:12 • 2min
The Fed's Transparency and Market Doubt
49:27 • 16min
Career advice for college graduates interested in finance
01:05:51 • 4min
Insights from Armin Pinocean on Credit
01:09:30 • 2min