The "Insight by Oaktree Capital" podcast features Anna Schmansky interviewing Oaktree leaders Howard Marks, Armen Panossian, and David Rosenberg at Oaktree's client conference in Los Angeles. The discussions revolve around the recent market performance amid uncertainty, trends in liquid credit, and the impact of technical forces and investor sentiment on the markets. Marks discusses the challenges of understanding macroeconomic trends and the uncertainties surrounding the current economic cycle, while Panossian explores the technical factors supporting the market and potential risks in credit markets, including the Altice situation and opportunities in private credit. Rosenberg focuses on liquid credit markets, emphasizing the importance of income over total return, the low equity risk premium, and the impact of private debt on public markets, advocating for a more idiosyncratic approach to credit investing.
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