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Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl

The Insight by Oaktree Capital

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Navigating Economic Weakness and Credit Markets

This chapter discusses signs of economic weakness in retail sales and its implications for investing strategies, particularly concerning leveraged businesses. It highlights the risks associated with high-interest rates and potential defaults, while examining the landscape of private and public credit markets. Additionally, the chapter explores promising investment opportunities amid a slowdown in consumption, emphasizing the importance of careful credit selection and strategic choices for investment managers.

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