The Insight by Oaktree Capital

Oaktree Capital•art19.com

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.

Last refreshed: June 11th, 2026 at 12:39 PM ⓘ

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Episodes

The Flip Side

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.

Jun 11, 2026•28 min•Ep. 48

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