Conversations: Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
The Insight by Oaktree Capital
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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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