Mark Okada on Credit Markets, Inflation, Volatility

The transcript covers a discussion on the current state of the credit market, highlighting the frothy conditions due to excess liquidity. It contrasts the bond and loan markets, noting the latter's relative rationality. The conversation shifts to economic outlooks, addressing inflation, supply chain issues, and the potential for a longer economic expansion. The impact of technical factors on market dynamics is explored, alongside business strategies in a competitive environment. Finally, the influence of political decisions on capital markets is examined, emphasizing the need for adaptability in the face of volatility.

In what ways does the speaker believe the pandemic has affected corporate execution?

What is the speaker's outlook on the economic expansion and pricing in the market?

What challenges does the speaker identify regarding the ability to create alpha in the current market?

What does the speaker suggest about the future of the capital market in relation to political decisions?