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.

The Insight by Oaktree Capital is a business podcast hosted by Oaktree Capital, with 49 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Oaktree Capital hosts The Insight by Oaktree Capital, a business show with 49 episodes published.

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  Episode #48

  The Flip Side

  Jun 10, 202628 minS0

  <p>A more challenging corporate credit backdrop may not be entirely a bad thing. In the latest episode of The Insight: Conversations, we flip the script and consider the opportunities that may arise from a less easy lending environment. Brook Hinchman (Head of North America, Global Opportunities) and Matt Wilson (Co-Portfolio Manager, Special Situations) discuss interest rates, the U.S. consumer, rescue loans, liability management exercises, and much more.</p>

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  Episode #47

  Reflections on Oaktree Conference 2026 with Howard Marks

  Mar 23, 202633 minS0

  <p>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.</p>

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  Episode #46

  Dispersion

  Feb 9, 202624 minS0

  <p>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.</p>

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  Episode #45

  Europe

  Jan 13, 202623 minS0

  <p>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).</p>

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  Episode #44

  Vigilance

  Dec 14, 202526 minS0

  <p>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.</p>

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