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The Memo by Howard Marks

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

The Memo by Howard Marks · 2023-06-27 · 34 min

Episode notes

David Rosenberg, co-portfolio manager of Oaktree’s U.S. and Global High Yield strategies, and Howard Marks discuss topics from the June 2023 edition of The Roundup . They consider the evolution of the high yield bond market, investor optimism and why this time might actually be different in financial markets.

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