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

In the latest episode of The Insight: Conversations, Howard Marks (Co-Chairman) and David Rosenberg (Co-Portfolio Manager, U.S. High Yield, Global High Yield, Global Credit) discuss topics from the June 2023 edition of The Roundup: Top Takeaways from Oaktree’s Quarterly Letters. 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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