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Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

The Insight by Oaktree Capital

CHAPTER

Navigating Uncertain Economic Waters

The chapter explores the complexities of understanding post-2020 economic trends, including the impact of non-economic factors like the pandemic. Insights from discussions with Warren Buffett highlight the challenges of forecasting the macroeconomic landscape and the potential for rate cuts in a cautiously optimistic economic outlook.

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