The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian
The Memo by Howard Marks
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The Risks of Optimism in Higher Interest Rates
This chapter discusses the potential risks of being optimistic about the economic impact of higher interest rates, emphasizing the need to be forward-looking and cautious. It explores the effects of higher rates on borrowing costs and explains how they can lead to financial problems through leverage and mismatches.
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