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The Memo by Howard Marks
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The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

35 min•25 maj 2023

Oaktree Investment Risk Officer Wayne Dahl explains why economic statistics can tell conflicting stories and what this means for credit investors trying to make sense of today’s noisy data.

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35 Years of Memos
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The Calculus of Value
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Nobody Knows (Yet Again)
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