Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz - podcast episode cover

Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz

Jan 15, 202535 minEp. 34
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Episode description

Why have Treasury yields remained higher for longer and what does this mean for credit investors? What are the potential impacts of the historic stimulus recently announced in China? And what is the current outlook for income-generating real estate? In the latest episode of The Insight: Conversations, Danielle Poli (Assistant Portfolio Manager, Global Credit), Julio Herrera (Portfolio Manager, Emerging Markets Debt), Mark Jacobs (Co-Portfolio Manager, Real Estate Income), and Todd Molz (Chief Operating Officer) discuss topics from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters.

You can listen to the December 2024 edition of The Roundup in the previous episode in this feed, or read it here (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktree-s-quarterly-letters-december-2024-edition).

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Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz | The Insight by Oaktree Capital podcast - Listen or read transcript on Metacast