Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl
The Insight by Oaktree Capital
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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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