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Armen Panossian

Co-CEO of Oaktree, a $192 billion asset manager with a long history in credit. Leads the firm''s performing credit business.

Top 10 podcasts with Armen Panossian

Ranked by the Snipd community
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68 snips
May 15, 2024 • 54min

The Evolution of Private Credit - [Business Breakdowns, EP.163]

Join Armen Panossian, Co-CEO of Oaktree, a major player in credit management, as he dives into the booming private credit market, now valued at over $2.1 trillion. He discusses the complexities behind this growth, including supply-demand dynamics, innovative lending opportunities, and the impact of high base rates and regulations. Panossian also highlights the importance of strategic partnerships and disciplined underwriting, while addressing the risks of rising interest rates and economic stability concerns.
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31 snips
Feb 13, 2025 • 37min

Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt

Join Armen Panossian, Co-CEO and Head of Performing Credit at Oaktree, along with Ronnie Kaplan, a Portfolio Manager for U.S. Senior Loans, and Ross Rosenfelt, a Managing Director and Restructuring Lawyer. They discuss the rising prominence of Liability Management Exercises (LMEs) and their benefits over traditional bankruptcy. The trio delves into the complexities of debt restructuring, uptier transactions, and the delicate balance between lender strategies and borrower assistance, all while navigating a volatile credit landscape.
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25 snips
Sep 8, 2023 • 42min

The Insight: Conversations – European Credit at a Turning Point

Armen Panossian, Madelaine Jones, and Nael Khatoun discuss the current state of European credit, challenges created by the end of the easy money era, risks from geopolitics and AI, and the quality advantage in European markets. They also explore the shift from bank dominance to private credit, macro themes in European and US markets, jurisdictional differences in European investing, labor shortage concerns, and navigating uncertainty in the market.
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21 snips
Apr 20, 2023 • 36min

The Insight: Conversations – Performing Credit Quarterly 1Q2023

In the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and Howard Marks (Co-Chairman) discuss key takeaways from the 1Q2023 Performing Credit Quarterly, including the potential ramifications of the recent banking turmoil, opportunities in private credit and a possible rise in distress. As part of the discussion, they explore Howard’s memo Lessons from Silicon Valley Bank.
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15 snips
Sep 22, 2023 • 1h 6min

Armen Panossian on Credit in a Time of Rising Rates

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.
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14 snips
Aug 8, 2024 • 36min

Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl

Join Armen Panossian, Co-CEO and Head of Performing Credit, and Wayne Dahl, Co-Portfolio Manager of Global Credit, as they dive into the widening wealth gap in the U.S. economy. They discuss how luxury markets thrive amid rising delinquencies, the risks in retail sales, and the implications for credit investments. With economic shifts affecting both consumer behaviors and Federal Reserve strategies, discover how careful credit selection can unveil promising investment opportunities despite the challenges ahead.
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14 snips
May 6, 2024 • 31min

The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

Howard Marks, Armen Panossian, and David Rosenberg discuss market uncertainties, economic forecasting, challenges in managing leverage, credit investing strategies, impact of private debt, and investor focus in 2024. Emphasizing caution and humility in economic forecasting, the podcast explores uncertainties and challenges in navigating the economic terrain amidst changing market dynamics and volatility ahead.
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12 snips
Aug 8, 2023 • 34min

The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messina (Head of CLO Capital Markets) discuss topics from the 2Q2023 Performing Credit Quarterly.  They consider the current tug-of war between fiscal and monetary policy, opportunities in credit, and what many investors are getting wrong about today’s CLO market.
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11 snips
Feb 15, 2024 • 50min

Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl

Armen Panossian, Danielle Poli, and Wayne Dahl discuss macroeconomic tailwinds turning into headwinds, Goldilocks thinking in the market, opportunities in asset backed finance, risk in the US housing market, market normalization, and the challenge of reading the economy.
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10 snips
Jan 30, 2024 • 44min

Performing Credit Quarterly 4Q2023: The Goldilocks Trap

Head of Performing Credit and Assistant Portfolio Manager discuss the risks and opportunities of 'Goldilocks thinking' prevalent in today's markets. Topics covered include the caution towards prevailing market narratives, impact of declining interest rates, populism and economic protectionism, credit card debt and future economic scenarios, risks and opportunities in commercial real estate and high-yield bonds, European bond issuance and CLO performance.