The Insight: Conversations - Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

Episode notes

What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The Insight: Conversations with Howard Marks (Co-Chairman), David Rosenberg (Co-Portfolio Manager, Global Credit), and Aman Kumar (Co-Portfolio Manager, Life Sciences Lending). They discuss topics from the December edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters and consider what investors should focus on as we enter 2024 - and what remains unknowable.

• What's Going on in Private Credit?60 / 100
• Reflections on Oaktree Conference 2026 with Howard Marks56 / 100
• AI Hurtles Ahead47 / 100
• Is It a Bubble?
• Cockroaches in the Coal Mine