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Listen to Oaktree's Performing Credit Quarterly 4Q2023: The Goldilocks Trap. Armen Panossian (Head of Performing Credit) and Danielle Poli, CAIA (Assistant Portfolio Manager, Global Credit) discuss the “Goldilocks thinking” prevalent in today's markets. At a time when several long- and short-term economic tailwinds appear to be weakening, they consider the risk of assuming that everything will be just fine.