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John Sheen, Craig Manchuk
conversational on Odd Lots
Books, people, and resources mentioned in this episode.

Jeffrey Gundlach Says Almost All Financial Assets Are Now Overvalued

Why Private Credit Got Entangled With Insurance

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Dan Ivascyn Is Excited About a New Era in Fixed Income

AI Can Tell Us Something About Credit Market Weakness

Why Americans Are Falling Behind on Auto Loans At Their Highest Level Ever
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