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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.

Senaste avsnitt

Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley

23 juli 2024 | 32 min

The Folly of Certainty

17 juli 2024 | 19 min

The Insight: Conversations - Oaktree Conference 2024 Edition

2 juli 2024 | 39 min

Bonus Episode: Howard Marks on “In Good Company”

18 juni 2024 | 41 min

The Impact of Debt

8 maj 2024 | 16 min

The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

6 maj 2024 | 31 min

The Indispensability of Risk

17 april 2024 | 12 min

The Archive: You Bet!

21 mars 2024 | 48 min

Behind the Memo: Easy Money with Howard Marks and Edward Chancellor

8 februari 2024 | 37 min

Easy Money

9 januari 2024 | 57 min

The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

4 januari 2024 | 35 min

The Insight: Conversations – Special Episode with Annie Duke and Howard Marks

6 december 2023 | 52 min

The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

2 november 2023 | 31 min

Further Thoughts on "Sea Change"

11 oktober 2023 | 34 min

The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

5 oktober 2023 | 29 min

Behind the Memo: Fewer Losers, or More Winners?

20 september 2023 | 31 min

Fewer Losers, or More Winners?

12 september 2023 | 36 min

The Insight: Conversations – European Credit at a Turning Point

8 september 2023 | 42 min

The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

8 augusti 2023 | 34 min

Taking The Temperature

10 juli 2023 | 49 min

The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

27 juni 2023 | 34 min

The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

25 maj 2023 | 35 min

The Insight: Conversations – Performing Credit Quarterly 1Q2023

20 april 2023 | 36 min

Lessons from Silicon Valley Bank

17 april 2023 | 45 min

The Rewind: Calling The Market

7 mars 2023 | 40 min

The Rewind: Ditto

2 februari 2023 | 72 min

Behind the Memo: Sea Change

5 januari 2023 | 20 min

Sea Change

13 december 2022 | 37 min

Behind the Memo: What Really Matters?

6 december 2022 | 23 min

What Really Matters?

22 november 2022 | 53 min

The Rewind: Global Financial Crisis

13 oktober 2022 | 35 min

Behind the Memo: The Illusion of Knowledge

13 september 2022 | 23 min

The Illusion of Knowledge

8 september 2022 | 53 min

Behind the Memo: I Beg To Differ

4 augusti 2022 | 24 min

I Beg To Differ

26 juli 2022 | 48 min

The Rewind: Something of Value

16 juni 2022 | 85 min

Behind the Memo: Bull Market Rhymes

2 juni 2022 | 17 min

Bull Market Rhymes

26 maj 2022 | 44 min

The Rewind: Lines in the Sand

28 april 2022 | 45 min

Behind the Memo: The Pendulum in International Affairs

31 mars 2022 | 21 min

The Pendulum in International Affairs

23 mars 2022 | 29 min

The Rewind: It’s All a Big Mistake

24 februari 2022 | 54 min

Introducing "Behind The Memo": Selling Out

21 januari 2022 | 32 min

Selling Out

13 januari 2022 | 36 min

The Rewind: Uncertainty

20 december 2021 | 61 min

The Winds of Change

30 november 2021 | 63 min

The Rewind: What Does The Market Know?

7 oktober 2021 | 52 min

The Rewind: On The Couch

30 september 2021 | 74 min

The Rewind: Us and Them

26 augusti 2021 | 43 min

Thinking About Macro

30 juli 2021 | 51 min

The Rewind: It Is What It Is

24 juni 2021 | 44 min

The Rewind: Dare to Be Great II

5 maj 2021 | 46 min

The Rewind: Dare to Be Great

29 april 2021 | 55 min

2020 in Review

19 mars 2021 | 31 min

The Rewind: You Can’t Predict. You Can Prepare.

24 februari 2021 | 52 min

Something of Value

14 januari 2021 | 63 min

The Rewind: bubble.com

21 december 2020 | 53 min

Introducing “The Rewind”: The Route To Performance

30 november 2020 | 19 min

Coming Into Focus

19 oktober 2020 | 60 min

The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

Senaste avsnitt

More on Repealing the Laws of Economics

30 Years of Oaktree

Nobody Knows (Yet Again)

Gimme Credit

Behind The Memo: On Bubble Watch

On Bubble Watch

Ruminating on Asset Allocation

Shall We Repeal The Laws of Economics?

Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel

Mr. Market Miscalculates

Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley

The Folly of Certainty

The Insight: Conversations - Oaktree Conference 2024 Edition

Bonus Episode: Howard Marks on “In Good Company”

The Impact of Debt

The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

The Indispensability of Risk

The Archive: You Bet!

Behind the Memo: Easy Money with Howard Marks and Edward Chancellor

Easy Money

The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

The Insight: Conversations – Special Episode with Annie Duke and Howard Marks

The Insight: Conversations – Full Return World with Howard Marks and Armen Panossian

Further Thoughts on "Sea Change"

The Insight: Conversations – Credit Picker’s Market with Wayne Dahl, Robert O’Leary, and Mark Jacobs

Behind the Memo: Fewer Losers, or More Winners?

Fewer Losers, or More Winners?

The Insight: Conversations – European Credit at a Turning Point

The Insight: Conversations – Fighting the Fed with Armen Panossian, Danielle Poli, and Megan Messina

Taking The Temperature

The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

The Insight: Conversations – Cutting Through the Economic Noise with Wayne Dahl

The Insight: Conversations – Performing Credit Quarterly 1Q2023

Lessons from Silicon Valley Bank

The Rewind: Calling The Market

The Rewind: Ditto

Behind the Memo: Sea Change

Sea Change

Behind the Memo: What Really Matters?

What Really Matters?

The Rewind: Global Financial Crisis

Behind the Memo: The Illusion of Knowledge

The Illusion of Knowledge

Behind the Memo: I Beg To Differ

I Beg To Differ

The Rewind: Something of Value

Behind the Memo: Bull Market Rhymes

Bull Market Rhymes

The Rewind: Lines in the Sand

Behind the Memo: The Pendulum in International Affairs

The Pendulum in International Affairs

The Rewind: It’s All a Big Mistake

Introducing "Behind The Memo": Selling Out

Selling Out

The Rewind: Uncertainty

The Winds of Change

The Rewind: What Does The Market Know?

The Rewind: On The Couch

The Rewind: Us and Them

Thinking About Macro

The Rewind: It Is What It Is

The Rewind: Dare to Be Great II

The Rewind: Dare to Be Great

2020 in Review

The Rewind: You Can’t Predict. You Can Prepare.

Something of Value

The Rewind: bubble.com

Introducing “The Rewind”: The Route To Performance

Coming Into Focus