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How I Invest w/David Weisburd

How Oaktree Is Positioning $223 Billion for a Credit Cycle Shift

Mar 20, 2026 · 0:22:09
AI Summary
  • Oaktree's Danielle Poli discusses managing $20B within a $223B firm.
  • Focus on core income, rigorous underwriting, and flexible tools for market navigation.
  • Controlling risk, not chasing yield, is key to navigating credit cycles.

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