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The Insight by Oaktree Capital
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Oaktree Capital perspectives on credit markets and distressed investing.

The Insight by Oaktree Capital has 98 attributed ideas across 10 episodes.

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Ideas · 7d
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Ideas · 30d
98
Ideas · all time
10
Episodes

Theses first heard here · 10

Culture as a direct driver of business valueFIRST HEARD 24 MAR
Software sector under existential AI threatFIRST HEARD 28 FEB · CRM
AI disruption threatens $500B SaaS private credit exposureFIRST HEARD 10 FEB
Private credit cockroaches are isolated, not systemicFIRST HEARD 15 DEC
European credit offers diversification and spread premiumFIRST HEARD 13 NOV
Latest attributed ideas · most recent first
10 SEP10 SEPCrossroads
BDC asset-liability mismatch a growing problem
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10 SEP10 SEPCrossroads
Software sector under existential AI threat
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10 SEP10 SEPCrossroads
2021-22 loan vintage faces a default cliff
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10 SEP10 SEPCrossroads
Data center lending faces saturation and risk
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10 SEP10 SEPCrossroads
Private credit secondaries as a growing opportunity
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10 SEP10 SEPCrossroads
Opportunity in specialized lending niches
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10 SEP10 SEPCrossroads
Durability in deeply embedded vertical software
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10 SEP10 SEPCrossroads
Five factors for durable software moats
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10 SEP10 SEPCrossroads
AI CapEx driving a $3T credit market need
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10 SEP10 SEPCrossroads
Software sector under existential AI threat
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10 SEP10 SEPCrossroads
BDC liquidity crunch forces distressed sales
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10 SEP10 SEPCrossroads
Loan recovery rates plummet from historic norms
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10 SEP10 SEPCrossroads
BDC markdowns lack consistency and transparency
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10 SEP10 SEPCrossroads
Shift to hard assets and infrastructure lending
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10 SEP10 SEPCrossroads
Software credit exposure: a retrospective risk factor
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10 SEP10 SEPCrossroads
Private credit secondaries present a new opportunity
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10 SEP10 SEPCrossroads
Multi-year BDC redemption queues pressure sentiment
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10 SEP10 SEPCrossroads
Credit dispersion widens, especially in CCC loans
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10 SEP10 SEPCrossroads
Treasury yield rise driven by issuance, CPI, QT
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10 SEP10 SEPCrossroads
Consumer strength masks a struggling lower end
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11 JUN11 JUNThe Flip Side
Opportunistic credit thrives as debt maturities wall hits
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11 JUN11 JUNThe Flip Side
Private direct lending faces structural and vintage pressure
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11 JUN11 JUNThe Flip Side
Structured equity offers attractive yield and downside safety
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11 JUN11 JUNThe Flip Side
The K-shaped economic divergence
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24 MAR24 MARReflections on Oaktree Conference 2026 with Howard Marks
Leadership and culture as value drivers
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24 MAR24 MARReflections on Oaktree Conference 2026 with Howard Marks
Leverage plus volatility equals dynamite
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24 MAR24 MARReflections on Oaktree Conference 2026 with Howard Marks
AI's limitation in picking top managers
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10 FEB10 FEBDispersion
Extreme dispersion in loan market
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10 FEB10 FEBDispersion
Direct lending selectivity over origination
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10 FEB10 FEBDispersion
K-shaped consumer economy driven by AI
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