The Insight by Oaktree Capital Conversations: This Time Might Be Different with Howard Marks and David Rosenberg
Jun 27, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
The Implications of the Global Credit Strategy
03:00 • 5min
The Importance of Credit Work
07:56 • 2min
The Importance of Efficiency in the Market
09:36 • 4min
The Phillips Curve and the Future of the Fed
13:55 • 4min
The Risks of High Yield
17:54 • 3min
The Risks of Floating Rate Debt
20:57 • 3min
The Psychology of Optimism
24:19 • 4min
The New Optimism in Fixed Income
28:11 • 5min