Dispersion | Oaktree Capital
- > *"Behind buoyant index averages are sharply bifurcated cohorts of winners and losers."* - **Bob O'Leary** (On the danger of index investing) [02:30](https://www.youtube.com/watch?v=_sXfo1OfqXk&t=150s) - > *"We’re returning to a world where mistakes are punished – and potentially capitalized on."* - **Armen Panossian** (On the current opportunity set) [22:10](https://www.youtube.com/watch?v=_sXfo1OfqXk&t=1330s)…

