

The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg
14 snips May 6, 2024
Howard Marks, Armen Panossian, and David Rosenberg discuss market uncertainties, economic forecasting, challenges in managing leverage, credit investing strategies, impact of private debt, and investor focus in 2024. Emphasizing caution and humility in economic forecasting, the podcast explores uncertainties and challenges in navigating the economic terrain amidst changing market dynamics and volatility ahead.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Navigating Uncertain Economic Terrain in 2020
03:33 • 11min
Challenges in Managing Leverage and Debt Amidst Changing Market Dynamics
14:43 • 3min
Navigating Market Volatility with Credit Investing Strategies
17:16 • 9min
Impact of Private Debt on Credit Markets and Default Rate Expectations
25:59 • 2min
Navigating Investor Focus and Market Shifts in 2024
27:32 • 4min