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Walking into the Unknown_Transcript

1 Transcript Insights The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar Anna Hello and welcome to the Insight by Oaktree Capital., I’m Anna Szymanski, and today I’ll be having conversations with three Oaktree thought leaders, including co-chairman, Howard Marks., Howard Ye s ., Howard This has been another year like the last 54., And I had this conversation with Howard Marks the other day where I said, “We l l , w h a t d o e s i t m e a n w h e n y o u h a v e a fi r s t l i e n a n d a s t r u c t u r e w h e r e t h e w h o l e s t r u c t u r e i s fi r s t l i e n ?

Behind the Memo - Easy Money - Transcript

1 Transcript Insights Behind the Memo – Easy Money with Howard Marks and Edward Chancellor Anna Szymanski Hello and welcome to Behind the Memo with Howard Marks., Howard Marks Thank you, Anna., Howard Glad to do so., Howard Ye s ., Howard Thank you.

Volatility Ahead

I’m Anna Szymanski, Oaktree’s senior financial writer, and today I’m in Los Angeles at Oaktree’s client conference, where I’ll be having three discussions with Oaktree leaders: co-chair- man Howard Marks, co-CEO Armen Panossian, and head of liquid performing credit, David Rosenberg., Anna So, Howard, as we try to make sense of this current moment in markets, I am struck by something that you said in a recent note to clients., Howard We h a d a l l t h e s e e v e n t s e s s e n t i a l l y i n 2 0 2 0 , w h i c h a ff e c t e d t h e e c o n o m y, b u t w h i c h w e r e n o t e c o n o m i c ., And in an earlier conversation I had with Howard, he was talking about how people keep telling him that there’s so much uncertainty right now, it’s just an unusually uncertain moment., I’m curious with every- thing you’re saying here and all the uncertainty that you and earlier Howard talked about, what are the opportunities that this is also creating for investors?

Behind the Memo - On Bubble Watch - Transcript

1 Transcript Insights Behind the Memo - On Bubble Watch Harry Whitelaw Hello, and welcome to Behind the Memo with Howard Marks., Howard Marks We l l , I t h i n k t h a t ’s right, Harry., Howard Right., Howard My favorite., Howard Right.

Real Estate Debt - Seizing the Opportunity

Oaktree co-chairman Howard Marks has written that he thinks it’s likely that the fed funds rate will average 3.0-3.5% over the next decade, a stark contrast to the near-zero rates seen in the decade leading up to 2022. 1 According to the August report, Core CPI held steady at 3.2%, while headline inflation fell to 2.5%, its lowest level in three years. 2 Employment data provided a mixed picture, with the unemployment rate slightly down to 4.2% from 4.3% and a modest increase of 142,000 jobs added in August.

Dispersion

As Howard Marks recently wrote, the next phase is set to be more “interesting.”

The Roundup: Top Takeaways From Oaktree’s Quarterly Letters - 4Q2022

The investment world may be experiencing the third true sea change of the last 50 years, as Howard Marks recently wrote.

The Roundup December 2025 Edition

Plus, we’ve included an excerpt from one of Howard Marks’s recent memos., The Roundup Top Ta ke aways from Oaktree’s Quarterly Letters Insights Howard Marks Co-Chairman Insights 2 2.

Conversations - Full Return World - Transcript

1 Transcript Insights The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian Anna Hello and welcome to a crossover episode of Behind the Memo and The Insight by Oaktree Capital., I’m pleased to be joined by Howard Marks, Oaktree’s co-chairman and Armen Panossian, Oaktree’s Head of Performing Credit and incoming co-CEO., Howard Thank you, Anna., Howard Ye s ., Howard One more comment, Anna.

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