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The Memo by Howard Marks Podcast
The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

The Memo by Howard Marks vor 2 Jahren

0:00

29:25

How have credit investors been successfully navigating the
volatile interest rate environment? Which sectors currently
look attractive to opportunistic credit investors? What are
some of the major misconceptions about today’s commercial real
estate market? In this episode of The Insight:
Conversations, Wayne Dahl (Assistant Portfolio Manager, Global
Credit), Robert O’Leary (Portfolio Manager, Global
Opportunities), and Mark Jacobs (Co-Portfolio Manager, Real
Estate Income) discuss topics from the September edition of The
Roundup: Top Takeaways from Oaktree’s Quarterly Letters
(https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktrees-quarterly-letters-september-2023-edition)
and explain what it means to be in a credit picker’s market.