Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl
The Insight by Oaktree Capital
Goldilocks Thinking and Market Expectations
The chapter discusses the concept of Goldilocks thinking in the market, where different types of thinkers find reasons to be optimistic about the market. They debate the potential macro scenarios for the market and highlight the possibility of heightened default rates in certain sectors. They also discuss the attractiveness of high yield bonds as an asset class.
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