• Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz

  • Jan 15 2025
  • Length: 35 mins
  • Podcast

Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz

Listen for free

View show details

  • Summary

  • Why have Treasury yields remained higher for longer and what does this mean for credit investors? What are the potential impacts of the historic stimulus recently announced in China? And what is the current outlook for income-generating real estate? In the latest episode of The Insight: Conversations, Danielle Poli (Assistant Portfolio Manager, Global Credit), Julio Herrera (Portfolio Manager, Emerging Markets Debt), Mark Jacobs (Co-Portfolio Manager, Real Estate Income), and Todd Molz (Chief Operating Officer) discuss topics from the recently published edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters.

    You can listen to the December 2024 edition of The Roundup in the previous episode in this feed, or read it here (https://www.oaktreecapital.com/insights/insight-commentary/market-commentary/the-roundup-top-takeaways-from-oaktree-s-quarterly-letters-december-2024-edition).
    Show More Show Less
Show More Show Less

What listeners say about Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available