The Memo by Howard Marks The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
12 snips
Aug 8, 2023 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
The Implications of a Higher Rate Regime for Investors
03:12 • 2min
The Market's Expectations About a Declining Rate Environment
04:45 • 2min
The Recent Performance of Credit Quarterly
06:18 • 3min
Oaktree's Global Credit Strategy: Risks and Opportunities
08:50 • 2min
The Cost of Hedging in the High Interest Rate Environment
10:26 • 2min
The Rise of Interest Rates in the Market
11:57 • 2min
The Benefits of Allocating Across Asset Classes
13:29 • 4min
The Role of the Loan Manager in the Floating Rate Loan Market
17:20 • 3min
The Rise of Interest Rates in the CLL Market
19:50 • 2min
The Value of CLL Arbitrage
21:53 • 2min
The Misnomer of CLL Equity
23:58 • 2min
How to Invest in a Credit Market Rally
25:29 • 2min
The Benefits of CLLOs
27:05 • 2min
How CLLOs and CDOs Are Different
28:52 • 2min
The Opportunity to Invest in High Quality Bank Loans at a Discount
30:50 • 3min