

Conversations: Dissecting the Dual Economy with Armen Panossian and Wayne Dahl
14 snips Aug 8, 2024
Join Armen Panossian, Co-CEO and Head of Performing Credit, and Wayne Dahl, Co-Portfolio Manager of Global Credit, as they dive into the widening wealth gap in the U.S. economy. They discuss how luxury markets thrive amid rising delinquencies, the risks in retail sales, and the implications for credit investments. With economic shifts affecting both consumer behaviors and Federal Reserve strategies, discover how careful credit selection can unveil promising investment opportunities despite the challenges ahead.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
The Divergence of Consumer Experiences in a Changing Economy
01:54 • 3min
Navigating Economic Weakness and Credit Markets
04:57 • 20min
Navigating Investor Strategies Amid Federal Reserve Dynamics
25:26 • 2min
Navigating Labor Market Shifts
27:41 • 5min
Navigating Investment Risks and Opportunities in Credit Markets
32:52 • 3min