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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.
35:13
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Quick takeaways
- Investors should adapt their strategies to a fundamentally changed environment and not expect the same results in a period of declining and ultra low interest rates.
- Flexibility and openness to adjust investment approaches based on evolving circumstances are crucial for successful investing.
Deep dives
Challenging the Perception of Normal in Financial Markets
Howard Marks questions the commonly perceived notion of declining and ultra low interest rates as 'normal' in the financial markets. He emphasizes the importance of understanding historical context and recognizing when the current period deviates from the norm. Marks suggests that investors need to adapt their strategies and not expect the same results in a fundamentally changed environment.
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Discover
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