The Insight by Oaktree Capital cover image

The Insight by Oaktree Capital

The Roundup: Top Takeaways from Oaktree Conference 2024

Jun 27, 2024
Howard Marks, Robert O'Leary, and Armen Panossian from Oaktree discuss the next frontier of private credit, dislocation in India's corporate debt markets, and the once-in-a-generation opportunity in commercial real estate at Oaktree Conference 2024.
19:44

Podcast summary created with Snipd AI

Quick takeaways

  • Private credit is the next frontier for alternative lenders amid shrinking bank financing activities.
  • India's credit markets offer significant opportunities for private debt investors post-regulatory changes and banking challenges.

Deep dives

Market Outlook and Investment Environment

Howard Marks highlights the impact of the investment environment and the starting point for investments on success. He emphasizes the need for investors to adapt to changing environments and not expect the same results as before. Marks suggests that the fixed income investing landscape may offer better risk-return terms compared to equity, with competitive yields matching historical equity returns.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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