The Insight by Oaktree Capital cover image

Performing Credit Quarterly 4Q2023: The Goldilocks Trap

The Insight by Oaktree Capital

00:00

Introduction

The chapter discusses the caution towards the prevailing market narrative for the coming year, which demands optimism without a recession or crisis. It explores the impact of declining and ultra-low interest rates, the lack of high inflation, and the interconnectedness of low interest rates with other factors supporting economic growth and asset prices.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app