The Insight by Oaktree Capital Conversations: Full Return World with Howard Marks and Armen Panossian
Nov 2, 2023
Howard Marks (Co-Chairman) and Armen Panossian (Head of Performing Credit) discuss the implications of a potential sea change in the investment environment, tail risks in today's markets, and the concept of a full return world. They also explore the risks of higher interest rates, opportunities for opportunistic investors, and share their biggest surprises in the economy and stock market.
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