Wayne Dahl, Co-Portfolio Manager, Global Credit Strategy, Oaktree Capital Management | Episode 251 | The Alpha Exchange with Dean Curnutt
"risk management is really about avoiding big losses and the winners will take care of themselves." - Dean Curnutt (quoting Howard Marks) [00:01:49]
"we largely invest without a chief economist or real significant macro view letting credit fundamentals be the ultimate driver of that return." - Wayne Dahl [00:05:26]
References
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