Marks: Oaktree Has 'Amped Up' Caution, Selectivity

The video discusses the unpredictability of financial markets and the importance of preparing rather than predicting. It analyzes the current credit cycle, highlighting the elevated portion where caution is advised. The discussion covers high yield bonds, yield spreads, and investment strategies in a low return world. It emphasizes the need for caution and selectivity in investments, especially when interest rates are low. The video concludes with an evaluation of investment opportunities and the impact of interest rates on high yield bond demand.

What strategies does the speaker suggest for navigating a low return world?

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How does the speaker view the relationship between risk and return in the current investment environment?

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What does the speaker mean by saying 'we can't say no' to the current investment environment?

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