Episode 1
Conversations: Performing Credit Quarterly 1Q2023
The Insight by Oaktree Capital · Anna Szymanski
April 20, 202335m 37s
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Show 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.