Oaktree's Marks on Loans, Distressed Investing, Fed Policy

The transcript discusses the evolving role of credit markets, highlighting a significant $1.8 billion loan by Apollo for Gannett's acquisition. It explores the shift from traditional bank loans to asset manager loans, emphasizing the role of alternative investment firms like Apollo and Oak Tree. The conversation delves into the risks associated with high-interest loans and the strategies of distressed investors. It also critiques the Federal Reserve's policy on economic stimulus, questioning its impact on market dynamics and investment returns.

How does the current economic climate affect the distressed market according to the discussion?

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What is the significance of the Fed's role in the economic expansion and its impact on investors?

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In what ways do low interest rates affect savers and lenders in the current market?

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