Episode 42
The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina
The Memo by Howard Marks · Oaktree Capital Management
August 8, 202334m 18s
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Show Notes
Armen Panossian (Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Megan Messina (Head of CLO Capital Markets) discuss topics from the 2Q2023 Performing Credit Quarterly. They consider the current tug-of war between fiscal and monetary policy, opportunities in credit, and what many investors are getting wrong about today’s CLO market.