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Talk Your Book: Investing in Fixed Income
Animal Spirits Podcast
The Rise and Fall of Interest Rates
As a fixed income manager, how much time do you spend actually worrying about that absolute level of rates? We've been in a 30-year, 33-year bull market for bonds. I think today's low yields and valuations where we are today kind of warrant some caution. The important part is focusing on discipline and really having the fortitude to take risks at the right time,.
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