Oaktree's Wayne Dahl on Credit Markets Right Now
Odd Lots
Bloomberg
4.4 • 1.6K Ratings
🗓️ 18 September 2023
⏱️ 41 minutes
🧾️ Download transcript
Summary
In theory, the Federal Reserve operates by tightening the supply of credit. Or at least making it more close. Yet so far, despite the rate hikes, the economy has remained resilient. And credit spreads have remained surprisingly tight. So what's going on? Where are the risks? Why are some pockets of the credit markets showing weakness, while others are rock solid? On this episode of the podcast, which was recorded live at the Future Proof conference in Huntington Beach, California, we speak with Wayne Dahl, a managing director and investment risk officer at Oaktree Capital Management, to get a broader lay of the land.
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| 0:42.3 | This is Barry Rittles here to tell you about another podcast we think you'll love listening to. |
| 0:47.7 | Masters in Business. Join each week for an enlightening conversation with some of the smartest |
| 0:52.5 | people in investing and business. Doing business in Euro, it's all about being local. |
| 0:57.8 | Stocks are way too cheap. This is where you want to be. I think life and markets are |
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| 1:08.6 | podcast. Hello and welcome to another episode of the AdLots podcast. I'm Joe Wycenthal. |
| 1:26.4 | And I'm Tracy Alloway. Tracy, we just got back from California. We're at the Future Proof Conference. |
| 1:32.8 | I love going to Southern California. I mean, you can't be Huntington Beach. It was pretty sweet. |
| 1:38.3 | It was so beautiful. It was really cool. We were out on the beach. We walked up to the pier, |
| 1:43.0 | watched the surfers, perfect weather, watched the surfers, ate some really good food and had some |
| 1:48.7 | pretty good conversations about the state of financial markets. Yep. And we finally got to record |
| 1:54.5 | an episode that we've been meaning to do for a while. We dived into not the ocean, but the credit |
| 2:01.7 | market. I guess the credit market comes up here or there in various aspects of our conversations. |
| 2:08.1 | I guess typically when we talk about real estate, maybe a little bit about the Fed, but the credit |
... |
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