The Memo by Howard Marks
The Insight: Conversations – Performing Credit Quarterly 1Q2023
Apr 20, 2023 · 35 min · Episode 38 · 34.2 MB
0:00-35:37
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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.
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