The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian - podcast episode cover

The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

Nov 02, 202331 minEp. 48
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Episode description

Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss topics related to Howard’s latest memo, Further Thoughts on Sea Change, and Oaktree’s recently published Performing Credit Quarterly 3Q2023 in this crossover episode of The Insight: Conversations and Behind the Memo. They consider the implications of the potential sea change reshaping the investment environment, the tail risks building in today’s markets, and what it means to be in a full return world.

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The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian | The Memo by Howard Marks podcast - Listen or read transcript on Metacast