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3min chapter
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
The Memo by Howard Marks
Introduction
In this chapter, Oaktree thought leaders discuss the concept of normalcy in financial markets and interest rates, emphasizing the importance of questioning what is perceived as normal and understanding historical context. They also highlight the need for different strategies in an environment of potential changes in interest rates.
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