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Dan Ivascyn
interview on Odd Lots
Books, people, and resources mentioned in this episode.

Jeffrey Gundlach Says Almost All Financial Assets Are Now Overvalued

What's Actually Going On With Private Credit

Gita Gopinath on Why Interest Rates Have Surged All Around the World

Pimco CEO Manny Roman on Japanese Bonds and the Sell America Trade

Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back

What's Behind the Big Surge in US Government Bond Yields
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