Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
The Insight by Oaktree Capital
Monitoring Consumer Spending and Unique Investment Opportunity
A discussion on the risks and trends being closely monitored for the year 2024, including concerns about the sustainability of consumer spending, the potential impact of inflation, and the need for central banks to control spending. They also highlight sectors that may weaken if consumer spending slows down, along with an exciting trade opportunity to buy debt with an equity-like return.
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