The Memo by Howard Marks

Reflections on Oaktree Conference 2026 with Howard Marks

32 min · 24 mrt 202632 min
aflevering Reflections on Oaktree Conference 2026 with Howard Marks cover

Beschrijving

In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the credit markets, the nature of mispricings, and the importance of leadership.

Reacties

0

Wees de eerste die een reactie plaatst

Meld je nu aan en word lid van de The Memo by Howard Marks community!

Begin hier

2 maanden voor € 1

Daarna € 9,99 / maand · Elk moment opzegbaar.

  • Podcasts die je alleen op Podimo hoort
  • 20 uur luisterboeken / maand
  • Gratis podcasts
Begin hier

Alle afleveringen

77 afleveringen

aflevering What's Going on in Private Credit? artwork

What's Going on in Private Credit?

In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its present state. He focuses on the rise of direct lending following the Global Financial Crisis, identifying the reasons for its fast growth but also the issues created by rapid capital deployment. Looking ahead, he describes the entwined fates of direct lending and private equity, with the performance of private equity portfolio companies being a key determiner of the future success of direct loans. You can read the memo here [https://www.oaktreecapital.com/insights/memo/whats-going-on-in-private-credit] (https://www.oaktreecapital.com/insights/memo/whats-going-on-in-private-credit). This episode uses an AI reader.

9 apr 202638 min