The Rewind: Global Financial Crisis

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 bu ... Show More

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. 

In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of AI, providing his observations on its essence and how it differs from previous technological innovations. He highlights AI’s immense power, s ... Show More

When Steve Sosnick recalls 2008 and tries to make parallels to the current turmoil in the banking sector, one memory sticks out: riding the elevator with Thomas Peterffy, founder of Interactive Brokers, who offhandedly asked him “what’s new?” “And I said, ‘what’s really interesti ... Show More

On Money Rehab, Nicole does unpack the headlines that are in the current news cycle, no doubt about it. But today she’s throwing it back to a hot-button topic from our past. It is true that the only way to protect yourself from repeating history is to understand it, so that you c ... Show More

<p><span style="font-weight: 400;">As we put the awfulness of 2020 in the rearview mirror, we thought it might be fun to look back to another bleak period: the 2007-2008 financial crisis! Why? Because Tim hasn't stopped talking about</span> <a href= "https://www.amazon.com/dp/037 ... Show More

Final part of the podcast series, summarising what was discussed in the series, including what globalisation is, what caused the current financial crisis, what it means for developing countries and what can governments do to ensure it doesn't happen again 

Leading economists Mike Spence and Mohamed El-Erian talk about the “pretty complicated and disorienting environment” we face.  In this episode of the McKinsey Global Institute’s Forward thinking podcast, co-host Michael Chui talks with A. Michael Spence, dean emeritus of the Stan ... Show More

Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jone ... Show More

Are global financial markets on the edge of a precipice, or have the dramatic falls in China’s markets been contained? After the crash of 2008, President Obama assured the world that secure measures had been put in place to prevent another financial crisis. But markets are fluctu ... Show More

Felix and Mihir discuss the turmoil in financial markets and how best to respond as an investor or a corporate executive. Is it time to panic? What is the longer-term outlook for the economy? Will the Federal Reserve be able to tame inflation without causing a recession? They als ... Show More