The Insight by Oaktree Capital Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
May 6, 2024
Howard Marks, Armen Panossian, and David Rosenberg discuss market uncertainties, economic trends post-2020, LTS's strategic shifts, credit market challenges, the value of patience in investing, and the impact of private debt on credit markets in an insightful and engaging podcast episode.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Navigating Uncertain Economic Waters
03:33 • 11min
Financial Challenges and Strategic Shifts for LTS
14:43 • 3min
Navigating Credit Markets in a High-Rate Environment
17:16 • 7min
The Value of Patience and Seizing Opportunities in Investing
24:11 • 2min
Private Debt Impact on Credit Markets
25:59 • 5min