Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl
The Insight by Oaktree Capital
Understanding the Challenge of Reading the Economy
The chapter delves into the difficulty of analyzing the economy and distinguishing between underlying fundamentals and short-term trends. It emphasizes the importance of being macro aware by understanding market expectations, while also conducting bottom-up fundamental work through company analysis. The chapter concludes by stating that although interest rates don't drive investment decisions, they do play a role in the decision-making process.
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