Episode 12
Conversations: Full Return World with Howard Marks and Armen Panossian
The Insight by Oaktree Capital · Anna Szymanski
November 2, 202331m 2s
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Show Notes
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.