David Rosenberg

In this discussion, Armen Panossian, Co-CEO and Head of Performing Credit at Oaktree Capital, and David Rosenberg, Co-Head of Liquid Performing Credit, delve into the current state of credit markets. They reveal surprising resilience in the U.S. economy despite recession fears, and explore rising car repossessions signaling stress among lower-income consumers. The duo highlights the convergence between public and private credit markets while discussing strategies for investing in low spread environments and the importance of creditor dynamics in financial negotiations.