The Insight by Oaktree Capital Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
Jan 4, 2024
Howard Marks, David Rosenberg, and Aman Kumar discuss the challenge of resetting one's idea of normal in financial markets. They explore the drivers behind the recent market rally and the potential pivot of the Fed. The speakers also highlight the risks and trends for 2024, including consumer spending and an exciting trade opportunity. They delve into the shifts in the life sciences public equity market, exploring volatile valuations and non-dilutive financing opportunities.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Resetting Ideas of Normal
02:30 • 16min
Factors Driving the Rally and the Fed's Potential Pivot
18:42 • 3min
Monitoring Consumer Spending and Unique Investment Opportunity
22:08 • 3min
Shifts in Life Sciences Public Equity Market
24:59 • 7min
Important Disclaimer and Information
32:23 • 3min