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Mike Larson on Offensive Investment Styles, Global Diversification, and 2025 Market Trends

Lead-Lag Live

CHAPTER

Bonds and Market Perspectives

This chapter examines the evolving landscape of bond investments amidst investor skepticism, particularly favoring alternatives like covered calls. It discusses the stability of higher-quality treasuries, the implications of political policies on the energy sector, and lessons learned from historical capital discipline among energy companies.

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