Introduction

Anna Schmanzky: I'm having three conversations related to Oaktree's recent performing credit quarterly titled Fighting the Fed. We're going to be talking about the tug of war between fiscal and monetary policy, areas of risk, and also a particular area of opportunity where there happened to be a lot of misconceptions. For my first conversation, I'm thrilled to be joined by Armin Pinocien, Oaktree's head of performing credit.