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Behind the Memo: The Illusion of Knowledge

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Manage episode 340981535 series 2809044
Content provided by Oaktree Capital Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oaktree Capital Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In the latest episode of Behind the Memo, Howard discusses key themes from his recent memo, The Illusion of Knowledge. He explains why creating helpful macro forecasts is so challenging and why “thinking about macro” and forecasting aren’t the same thing.

You can listen to The Illusion of Knowledge in the prior episode or read it here (https://www.oaktreecapital.com/insights/memo/the-illusion-of-knowledge).

  continue reading

73 episodes

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iconShare
 
Manage episode 340981535 series 2809044
Content provided by Oaktree Capital Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oaktree Capital Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In the latest episode of Behind the Memo, Howard discusses key themes from his recent memo, The Illusion of Knowledge. He explains why creating helpful macro forecasts is so challenging and why “thinking about macro” and forecasting aren’t the same thing.

You can listen to The Illusion of Knowledge in the prior episode or read it here (https://www.oaktreecapital.com/insights/memo/the-illusion-of-knowledge).

  continue reading

73 episodes

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