The Insight: Conversations - Oaktree Conference 2024 Edition

Episode notes

In a special edition of The Insight: Conversations, you’ll hear excerpts from multiple sessions held during Oaktree’s recent biannual client conference. Oaktree co-chairman Howard Marks does a deep dive into his sea change thesis, members of Oaktree’s Global Credit team examine the most significant trends impacting the high yield bond and leveraged loan markets, and Oaktree’s Opportunistic Credit team explores key themes reshaping today’s restructuring environment.

• What's Going on in Private Credit?80 / 100
• Reflections on Oaktree Conference 2026 with Howard Marks76 / 100
• AI Hurtles Ahead67 / 100
• Is It a Bubble?
• Cockroaches in the Coal Mine