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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 2 of 2

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 2 of 2

Dispersion | Oaktree Capital

- > *"Behind buoyant index averages are sharply bifurcated cohorts of winners and losers."* - **Bob O'Leary** (On the danger of index investing) [02:30](https://www.youtube.com/watch?v=_sXfo1OfqXk&t=150s) - > *"We’re returning to a world where mistakes are punished – and potentially capitalized on."* - **Armen Panossian** (On the current opportunity set) [22:10](https://www.youtube.com/watch?v=_sXfo1OfqXk&t=1330s)…

Feb 11, 2026·Credit
Dispersion | Oaktree Capital

Insights by Oaktree Capital | Europe Special

> This podcast, hosted by **Harry Whitelaw**, features **Nael Khatoun** (European Private Debt), **Madelaine Jones** (European High Yield Bonds & Senior Loans), and **Suzana Perić** (Sourcing & Origination). The discussion explores the European economic landscape and credit market outlook. [0:16](https://www.youtube.com/watch?v=pboDbJBCt4w&t=16s). **1. **State of the European Economy**…

Jan 18, 2026·Credit
Insights by Oaktree Capital | Europe Special
Source
CreditFixed IncomeInvesting
+44 more tags
Markets & InvestmentsOaktreePodcastPrivate Credit

Dispersion | Oaktree Capital

  • "Behind buoyant index averages are sharply bifurcated cohorts of winners and losers." - Bob O'Leary (On the danger of index investing) 02:30

  • "We’re returning to a world where mistakes are punished – and potentially capitalized on." - Armen Panossian (On the current opportunity set) 22:10…

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UJ
Feb 11, 2026
Source
CreditEuropeFixed Income
+44 more tags
Markets & Investments
Oaktree
Outlook 2026
Podcast

Insights by Oaktree Capital | Europe Special

This podcast, hosted by Harry Whitelaw, features Nael Khatoun (European Private Debt), Madelaine Jones (European High Yield Bonds & Senior Loans), and Suzana Perić (Sourcing & Origination). The discussion explores the European economic landscape and credit market outlook. 0:16.

**1. State of the European Economy…

View Full Article
UJ
Jan 18, 2026