Wayne Dahl

Wayne Dahl, Managing Director at Oaktree Capital Management, shares his expertise on navigating the complex world of credit. He discusses finding value in high-yield bonds and the impact of tariffs on credit markets. Dahl emphasizes the importance of proactive portfolio management and the role of technology in shaping the borrowing landscape. He also highlights the challenges around data transparency in private credit, urging informed decision-making amid heightened risks. Tune in for insights into the dynamics of CLOs, RMBS, and the broader financial landscape.

Wayne Dahl and Suzana Perić dive into the current landscape of public and private credit markets. They discuss the tight supply due to reduced M&A activity and the increased demand for yield driving valuation discrepancies. The duo explores rising debt levels, corporate leverage dynamics, and the surprising resilience of economies post-COVID. They also analyze the evolving high yield bond space amid rising interest rates and the importance of technology in financing. Strategies for blending public and private investments offer insights for navigating market gridlock.

Wayne Dahl, the managing director and investment risk officer at Oaktree Capital Management, shares valuable insights into the current credit market landscape. He discusses the unexpected resilience of the economy despite Federal Reserve rate hikes and tight credit spreads. The conversation navigates risks in leveraged loans and refinancing trends influenced by the pandemic. Dahl also reflects on the implications of recent Fed actions and the interaction between housing and corporate markets while addressing investment strategies moving forward.