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Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

Company

About
Privacy
Terms
Support

Contact

support@barbellinsights.com

Barbell Insights is research software, not investment advice.

How Oaktree's Head of Sourcing Finds the Next Great Deal – Odd Lots — Transcript

How Oaktree's Head of Sourcing Finds the Next Great Deal

Episode publishedNovember 28, 2024Podcast: Odd LotsOdd Lots↗

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Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.

Bullish

PRIVATECREDIT— Regulatory changes post-Dodd-Frank have created opportunities in private credit as banks have reduced leverage, opening up space for alternative lenders.
RELATIONSHIPS— Building strong, balanced relationships is crucial in deal-making, aiming for outcomes where both parties are satisfied without feeling they've lost.
ABF— Asset-based finance is seeing renewed interest, with significant potential due to large amounts of private equity dry powder available.

Not investment advice.