The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

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.