September 18, 2023· 36 min

Oaktree's Wayne Dahl on Credit Markets Right Now

Orality
Model
74%
Oral-dominant (speeches, podcasts, storytelling)

Speaker Breakdown

HostTracy Alloway(1,530 words)
M:29%
HostJoe Weisenthal(969 words)
M:28%
GuestWayne Dahl(4,116 words)
M:28%

Oral Indicators

Agonistic36%
literally, completely, obviously
Engagement68%
you, our, your
Memory Aids100%
listen, now, so
Repetition100%
like (98x), know (69x), market (68x)
Parallelism74%
And I'm Tracy Alloway...., And we finally got to record a..., And even though we've seen ban...
Sound Patterns75%
56 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases3%
i mean

Literate Indicators

Hedging9%
maybe, could, probably
Passive Voice2%
be diminished, been diminished, been tested
Abstract Nouns14%
investment, recommendation, expectation
Subordination9%
while, since, though
Sentence Length40%
Avg: 14.9 words/sentence
Word Complexity45%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style32%
512 personal pronouns found
Descriptive Style94%
literally, completely, really

Description

In theory, the Federal Reserve operates by tightening the supply of credit. Or at least making it more close. Yet so far, despite the rate hikes, the economy has remained resilient. And credit spreads have remained surprisingly tight. So what's going on? Where are the risks? Why are some pockets of the credit markets showing weakness, while others are rock solid? On this episode of the podcast, which was recorded live at the Future Proof conference in Huntington Beach, California, we speak with Wayne Dahl, a managing director and investment risk officer at Oaktree Capital Management, to get a broader lay of the land. See omnystudio.com/listener for privacy information.