Free Daily Podcast Summary
The Insight by Oaktree Capital: Daily Summaries Delivered
by Oaktree Capital
Get key takeaways, quotes, and insights from The Insight by Oaktree Capital in a 5-minute read. Delivered straight to your inbox.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Mar 24, 202632 min
Reflections on Oaktree Conference 2026 with Howard Marks
In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature of mispricings, and the importance of leadership.
- Feb 10, 202623 min
Dispersion
Bob O’Leary (Co-CEO and Portfolio Manager, Global Opportunities) and Armen Panossian (Co-CEO and Head of Performing Credit) shared their assessment of market dispersion in a recent webcast held for Oaktree clients. They discussed the state of the private and liquid credit markets and the ways to navigate an environment characterized by increasing bifurcation into winners and losers. Listen to an excerpt from the conversation in the latest episode of The Insight: Conversations.
- Jan 14, 202623 min
Europe
Get the latest on the European economic backdrop and the state of its private and liquid credit markets with Nael Khatoun (Portfolio Manager, European Private Debt), Madelaine Jones (Portfolio Manager, European High Yield Bonds and Senior Loans), and Suzana Perić (Co-Head of Sourcing & Origination).
- Dec 15, 202526 min
Vigilance
Private credit remains coveted by income-seeking investors, offering attractive yields and low volatility, but the quality of underwriting has recently come under scrutiny. In the latest episode of The Insight: Conversations, Brook Hinchman (Co-Head of North America, Global Opportunities), Christina Lee (Co-Portfolio Manager, U.S. Private Debt), and Matt Pendo (Head of Corporate Development and Capital Solutions) discuss the recent headlines relating to the private credit industry.
- Nov 13, 202531 min
Convergence
How are private and liquid credit evolving into complementary forces? And how can combining these two distinct but interlinked markets be of benefit to both investors and issuers? In an in-depth conversation, Armen Panossian (Co-CEO and Head of Performing Credit), Raghav Khanna (Co-Portfolio Manager, Strategic Credit), and Danielle Poli (Assistant Portfolio Manager, Global Credit) discuss the implications of the liquid-private credit convergence.
- Oct 14, 202530 min
35 Years of Memos
To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to an excerpt from the conversation to hear Howard discuss why he started writing and why he’s kept at it, and learn more about the enduring investment truths encapsulated by his memos.
- Oct 9, 202534 min
Undercurrents
In the latest episode of The Insight: Conversations, Oaktree experts assess the bifurcation in equity and credit markets today, examine dislocation in the healthcare sector, and take a closer look at the recent resurgence of activity within commercial real estate. Steve Tesoriere (Co-Portfolio Manager, Value Opportunities), Olivia Guthorn (Managing Director, Global Opportunities), and Justin Guichard (Co-Portfolio Manager, Real Estate Debt) explore these topics and more from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters.
- Aug 21, 202530 min
On the Lookout
In the latest episode, Armen Panossian (Co-CEO and Head of Performing Credit) and David Rosenberg (Head of Liquid Performing Credit) assess today’s credit markets, including where pockets of relative value may be found, how a global approach can benefit investors, and why public and private credit markets are converging.
Get The Insight by Oaktree Capital summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
The Memo by Howard Marks
Oaktree Capital Management
Stock Talk
Oak Harvest Financial Group
TD Cowen Insights
TD Securities, TD Cowen
The CUInsight Experience
CUInsight | Credit Union
1 Insight
Rich Litvin, Founder of 4PC
Top Traders Unplugged
Niels Kaastrup-Larsen
Insights Now
Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
Capital Employed FM
Capital Employed Podcast
Insights, Marketing & Data: Secrets of Success from Industry Leaders
Henry Piney
Insights & Indicators
Carlyle
Insights Now
PodClips
The Acquirers Podcast
Tobias Carlisle
About The Insight by Oaktree Capital
The Insight by Oaktree Capital lets you know what Oaktree leaders think are the most important things for investors to focus on today. The Insight provides you with audio versions of many popular Oaktree publications so that you can learn about trends impacting a wide variety of asset classes. And it features conversations with many of Oaktree’s leading experts, including Howard Marks, about relative value, investment theory, and the market environment. The Insight goes beyond today’s market chatter to offer up engaging and sometimes contrarian thoughts on investing today.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from The Insight by Oaktree Capital in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's The Insight by Oaktree Capital daily summary?
It's a free AI-powered email that summarizes new episodes of The Insight by Oaktree Capital as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the The Insight by Oaktree Capital podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official The Insight by Oaktree Capital product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Oaktree Capital.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does The Insight by Oaktree Capital release new episodes?
The Insight by Oaktree Capital publishes monthly. Our AI generates a summary within hours of each new episode.
What topics does The Insight by Oaktree Capital cover?
The Insight by Oaktree Capital covers topics including Business. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting The Insight by Oaktree Capital summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.