Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl - podcast episode cover

Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl

Feb 15, 202450 minEp. 17
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Episode description

Which macroeconomic tailwinds are weakening and potentially turning into headwinds? Why may it now be easier to find a signal amid the economic noise? And what are the implications for credit investors? In the latest episode of The Insight: Conversations, Armen Panossian (incoming co-CEO and Head of Performing Credit), Danielle Poli (Assistant Portfolio Manager, Global Credit), and Wayne Dahl (Co-Portfolio Manager, Global Credit) discuss these and other topics from the recently published Performing Credit Quarterly 4Q2023: The Goldilocks Trap.

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Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl | The Insight by Oaktree Capital podcast - Listen or read transcript on Metacast