The Memo by Howard Marks

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

May 25, 2023

35:27

Episode guests

Wayne Dahl

Highlights

AI Chapters

Episode notes

Understanding the Rates Market Expectation Curve

00:30

Introduction

4min

The Rise of Uncertainty in the Market

2min

The Fed Should Balance Leading Versus Lagging Indicators

2min

The Differences Between the Establishment Number and the Household Survey

3min

The Importance of Understanding Consumer Sentiment

3min

The Importance of Looking at Aggregate Economic Data

2min

How Much of the Recession Risk Is Being Priced In?

2min

The Fed's Predictions of a Slowdown in the Rate Market

2min

The Volatility of the Rates Market

3min

10.

The Future of Fixed Income Investments

2min

11.

The Impact of Rate Changes on Credit Quality

2min

12.

The Trends in the High Yield Bond Market

3min

13.

How to Proceed in an Uncertain Environment

4min

14.

Oaktree Capital Management LP

3min

Oaktree Investment Risk Officer Wayne Dahl explains why economic statistics can tell conflicting stories and what this means for credit investors trying to make sense of today’s noisy data.

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.