Episode
#112 - Carl Kaufman: Public Credit Risk Discipline
- Podcast
- Insightful Investor
- Published
- Mar 3, 2026
- Duration seconds
- 2675
- Processing state
not_requested- Canonical source
- https://insightful-investor.captivate.fm
Actions
POST https://stenobird.com/v1/public/podcasts/insightful-investor-6700249/episodes/112-carl-kaufman-public-credit-risk-discipline/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/insightful-investor-6700249/112-carl-kaufman-public-credit-risk-discipline.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Carl is Co‑President and Co‑CEO of Osterweis Capital Management, a boutique investment firm founded in 1983 with approximately $8 billion in AUM (as of 12/31/25). We discuss public credit through an absolute return lens, with an emphasis on downside risk management, cycle awareness, and where markets may be mispricing risk. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training. Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by any person. While such sources are believed to be reliable, Evoke does not assume any responsibility for the accuracy or completeness of such information. Evoke does not undertake any obligation to update the information contained herein as of any future date. The content is intended for a general audience and does not constitute a recommendation to buy or sell securities or adopt any investment strategy. Any examples or scenarios discussed are illustrative only, involve risks and uncertainties, and do not guarantee future results. Non-…