The Memo by Howard Marks

The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

Jan 4, 2024 · 35 min · Episode 50 · 33.8 MB
0:00-35:13

Streams straight from the publisher. podnod never proxies or re-hosts episode audio.

What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The Insight: Conversations with Howard Marks (Co-Chairman), David Rosenberg (Co-Portfolio Manager, Global Credit), and Aman Kumar (Co-Portfolio Manager, Life Sciences Lending). They discuss topics from the December edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters and consider what investors should focus on as we enter 2024 – and what remains unknowable.