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The Memo by Howard Marks

The Insight: Conversations - Performing Credit Quarterly 1Q2023

The Memo by Howard Marks · 2023-04-20 · 36 min

Episode notes

In the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and Howard Marks (Co-Chairman) discuss key takeaways from the 1Q2023 Performing Credit Quarterly , including the potential ramifications of the recent banking turmoil, opportunities in private credit and a possible rise in distress. As part of the discussion, they explore Howard’s memo Lessons from Silicon Valley Bank .

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