The Memo by Howard Marks
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg
Jun 27, 2023 · 33 min · Episode 40 · 32.3 MB
0:00-33:37
Streams straight from the publisher. podnod never proxies or re-hosts episode audio.
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.
No links were found in this episode’s notes.