Coming Into Focus

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

Youngme Moon , Felix Oberholzer-Gee , and Mihir Desai discuss the impact of the coronavirus on the economy. How alarmed should people be about swings in the stock market? Should the Federal Reserve cut interest rates further? What should be the government’s fiscal policy response ... Show More

Michael Kramer from Reading The Markets and Mott Capital Management on trade war takeaways and the big sharp sell-off (1:10). Difference between implied and realized volatility (5:35). Vol up, spot up scenario (8:15). Fed mandates and inflation (13:00). Reverse repo facility symb ... Show More

Oaktree Capital Management Co-Chairman Howard Marks discusses the present moment, the market selloff, and the changes brought to trade through tariffs. He speaks with Bloomberg's Lisa Abramowicz.See omnystudio.com/listener for privacy information. 

This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ... Show More

<p>On today’s show we’re going to look at what’s happening in monetary policy and how that will affect the stock market in the coming weeks and months, and how this could affect investment psychology and some of the factors that could even trigger a recession.</p> <p>------------ ... Show More

David Lebovitz, Global Market Strategist, Jared Gross, Head of Institutional Portfolio Strategy, and Karen Ward, Global Market Strategist, discuss the return to normalcy post-pandemic and how this has affected markets and the global economy. 

<p>The Federal Reserve stands at a crossroads, poised to make its most consequential decision in years. Will rate cuts deliver the economic jolt everyone's hoping for, or are we in for a bumpier ride? Join TCW's David Vick as he sits down with Global Rates experts Jamie Patton an ... 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

Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, Bennington and Harrison discuss the U.S. recession outlook, economic sentiment, and whipsawing prices in global oil markets. Learn m ... Show More

Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports. Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders. And Asit and Jason share two stocks on their radar. Host: Ron Gross ... Show More