High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp
Excess Returns
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Bonds Can Be Mispriced Relative to Inflation
Bond prices have been mispriced relative to inflation now for about a decade. And it got worse this year and finally turned up to them. If you're not taking inflation into account, you get a very different view of what's happening in a topic. So that's why we use it.
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