The Insight by Oaktree Capital Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl
11 snips
Feb 15, 2024 Armen Panossian, Danielle Poli, and Wayne Dahl discuss macroeconomic tailwinds turning into headwinds, Goldilocks thinking in the market, opportunities in asset backed finance, risk in the US housing market, market normalization, and the challenge of reading the economy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
Goldilocks Thinking and Market Expectations
05:02 • 11min
Opportunities in Asset Backed Finance Due to Banks' Pullback
15:41 • 3min
Risk in the US Residential Housing Market and its Potential Impact on the Economy
18:43 • 3min
Normalization of the market and impact of COVID-induced relocations on housing
21:29 • 16min
Understanding the Challenge of Reading the Economy
37:27 • 10min
Educational Notes and Disclaimers on Financial Instruments
47:21 • 3min