
Conversations: Cutting Through the Economic Noise with Wayne Dahl
The Insight by Oaktree Capital
The Importance of Looking at Aggregate Economic Data
I think there are elements of the sentiment that are worthwhile. People's expectations for inflation. Nobody knows exactly where inflation's going. No model can really tell you, but I think there is something to learn if you see how ingrained the idea of inflation is becoming in people's mindsets. But again, as you pointed out, Anna, we just have to be careful with how much we embed that into in our case, our decisions for where they invest.
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