Oaktree's Howard Marks on Negative Rates, Demanding Safety, U.S. Recession

The video discusses the concept of negative interest rates, their implications for various stakeholders, and the rationale behind investing in negative yielding assets. It explores the economic arguments for negative rates, particularly in Europe and Japan, and examines market trends and risks associated with these rates. The discussion also touches on the potential for future economic slowdowns and the impact on investment strategies.

What are some reasons why negative interest rates exist?

How do negative interest rates affect banks and depositors differently?

What implications do negative interest rates have for borrowers?

In what ways can negative yielding assets be justified?

What is the economic argument for implementing negative interest rates?

How do negative interest rates influence consumer behavior in Europe and Japan?

What are the potential risks associated with negative interest rates?