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Bill Gross on the End of the Great Bond Bull Market

Odd Lots

CHAPTER

Investment Strategies and Market Reflections

This chapter delves into various investment strategies, highlighting opportunities like the Microsoft-Activision deal and concerns about private credit due to knowledge gaps. It contrasts economic issues in China, particularly its growth model and debt challenges, with the U.S.’s reliance on consumer spending. The chapter also reflects on the legacy of a significant figure in the bond market and the personal experiences of managing a leading investment firm amid changing market conditions.

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