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Easy Money

Howard Marks oaktreecapital.com

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What's Priced Into Markets

David Cervantes pinebrookcap.com

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The End of The Beginning

aitkenadvisors.com

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The Folly of Certainty

Howard Marks oaktreecapital.com

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Sea Change

Howard Marks oaktreecapital.com

The Most Important Thing

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On Bubble Watch

OaktreeCap oaktreecapital.com

Finance as culture

John Luttig luttig.substack.com

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Speculative Bubbles in the 21st Century & Asymmetric Upside

Michael Dempsey mhdempsey.substack.com

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