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Transcript
Chapters
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Are Bonds Still Effective Portfolio Diversifiers?
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Asset-Backed Securities (ABS)
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Liquidity Constraints and Yield Pick-Up
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Sector-Specific Opportunities
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Tech-Enabled Businesses and Alt Credit
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Distressed Opportunities in Hospitality
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COVID-19 As An Accelerant of Secular Changes
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Thoughts on Inflation and Other Macro Issues