Listen Top Shows Blog

The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

Update: 2024-05-06

Share

Description

Where are we in the market cycle? Why is it healthy to be uncertain? And what does it mean to actually “be opportunistic”? In the latest episode of The Insight: Conversations, Howard Marks (Co-Chairman), Armen Panossian (Co-CEO), and David Rosenberg (Head of Liquid Performing Credit) discuss these and other topics from the recently published Performing Credit Quarterly 1Q2024: Unusually Uncertain.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Ruminating on Asset Allocation

Ruminating on Asset Allocation

2024-10-2226:33

Shall We Repeal The Laws of Economics?

Shall We Repeal The Laws of Economics?

2024-09-1955:00

Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel

Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel

2024-08-2739:14

Mr. Market Miscalculates

Mr. Market Miscalculates

2024-08-2226:01

Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley

Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley

2024-07-2332:25

The Folly of Certainty

The Folly of Certainty

2024-07-1719:06

The Insight: Conversations - Oaktree Conference 2024 Edition

The Insight: Conversations - Oaktree Conference 2024 Edition

2024-07-0239:14

Bonus Episode: Howard Marks on “In Good Company”

Bonus Episode: Howard Marks on “In Good Company”

2024-06-1841:12

The Impact of Debt

The Impact of Debt

2024-05-0816:05

The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

2024-05-0631:12

The Indispensability of Risk

The Indispensability of Risk

2024-04-1712:20

The Archive: You Bet!

The Archive: You Bet!

2024-03-2147:59

Behind the Memo: Easy Money with Howard Marks and Edward Chancellor

Behind the Memo: Easy Money with Howard Marks and Edward Chancellor

2024-02-0836:54

Easy Money

Easy Money

2024-01-0956:51

The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

2024-01-0435:13

The Insight: Conversations – Special Episode with Annie Duke and Howard Marks

The Insight: Conversations – Special Episode with Annie Duke and Howard Marks

2023-12-0651:35

The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

2023-11-0231:02

Further Thoughts on "Sea Change"

Further Thoughts on "Sea Change"

2023-10-1133:52

The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

2023-10-0529:25

Behind the Memo: Fewer Losers, or More Winners?

Behind the Memo: Fewer Losers, or More Winners?

2023-09-2030:41

00:00

00:00

x

The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg