Link para o artigo original : https://www.oaktreecapital.com/insights/insight-podcast/market-commentary/the-insight-conversations-performing-credit-quarterly-1q2023
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 themes from the 1Q2023 Performing Credit Quarterly, including the potential fallout from the end of the easy money era and opportunities in private credit. As part of the discussion, they explore Howard’s memo Lessons from Silicon Valley Bank.