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Transcript
Chapters
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Becoming the Bond King
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Early Mistakes and Emotional Memory
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Investment Framework: Macro and Time Horizons
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Investment Framework: Position Sizing and Risk Management
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Investing When Opportunity is Scarce
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Current Market Outlook and Views on Inflation
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Downgrades, Default, and Insolvency
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The Fed and the Fourth Turning
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Bitcoin Skepticism
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Waiting for the Next Big Trade