The Memo by Howard Marks

The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

13 snips
May 25, 2023
Guest
Wayne Dahl
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Episode notes
1
Introduction
00:00 • 4min
2
The Rise of Uncertainty in the Market
03:51 • 2min
3
The Fed Should Balance Leading Versus Lagging Indicators
05:26 • 2min
4
The Differences Between the Establishment Number and the Household Survey
07:21 • 3min
5
The Importance of Understanding Consumer Sentiment
09:52 • 3min
6
The Importance of Looking at Aggregate Economic Data
13:10 • 2min
7
How Much of the Recession Risk Is Being Priced In?
15:13 • 2min
8
The Fed's Predictions of a Slowdown in the Rate Market
16:56 • 2min
9
The Volatility of the Rates Market
19:03 • 3min
10
The Future of Fixed Income Investments
21:45 • 2min
11
The Impact of Rate Changes on Credit Quality
23:27 • 2min
12
The Trends in the High Yield Bond Market
25:46 • 3min
13
How to Proceed in an Uncertain Environment
28:30 • 4min
14
Oaktree Capital Management LP
32:43 • 3min