Conversations: Full Return World with Howard Marks and Armen Panossian
The Insight by Oaktree Capital
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Risks of Higher Interest Rates
The chapter discusses the potential risks of higher interest rates and the impact it can have on businesses. It emphasizes the importance of not being backward-looking and being aware of the consequences of higher rates on company cash flows and capital needs. The chapter also explores how borrowing costs can lead to leverage and mismatch, which can cause financial problems.
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