The Insight: Conversations – Performing Credit Quarterly 1Q2023

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.