The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
The Memo by Howard Marks
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Monitoring Consumer Spending and Unique Investment Opportunity
Discussion on the risks and trends to watch out for in 2024, including concerns about consumer spending, inflation, and the impact on sectors heavily reliant on discretionary spending, as well as an opportunity for investors to buy debt with an equity-like return.
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