The Pandemic Crisis and the Policy Reaction

The summer of 2026 has been dominated by the AI boom. Some fear that AI is advancing too quickly for thoughtful regulation. Others worry that end-user revenues will lag too far behind massive capital spending and fast-growing debt. From an economic perspective, AI is pure momentu ...  Show more

No one liked the defendant. That much was clear. But when the jury retired to consider their verdict, they hardly knew where to start. The case was so confusing and the judge’s instructions hardly seemed adequate. “Perhaps”, suggested the foreman, “we should start with a list of ...  Show more

It's been a time of tumult on Wall Street – at the hands of the White House.

US President Donald Trump made his plans for tariffs known on the campaign trail, but their scale has taken the world by surprise.

The sweeping tariffs sent global markets into chaos. Th ...

The crew looks back at two of the most notable American political decisions of the 21st century: the 2003 invasion of Iraq and the bailout of American banks during the 2007-'08 financial crisis. Both feel relevant today, as the country marks the 20th anniversary of the Iraq War a ...  Show more

Howard reflects on memos related to the Global Financial Crisis with Bob O’Leary, Co-Portfolio Manager of Oaktree’s Global Opportunities strategy. They share their most striking memories from the years leading up to and during the crisis. They also discuss today’s market environm ...  Show more

In the wake of the attacks of 9/11, the United States took several measures at home and abroad to prevent such atrocities happening on its soil again. Twenty years later and after two bitter wars in Iraq and Afghanistan, did America get its response to the attacks of 9/11 right?( ...  Show more