Link para o artigo original : https://www.oaktreecapital.com/insights/memo-podcast/behind-the-memo-the-illusion-of-knowledge
Behind the Memo – The Illusion of Knowledge
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.