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AI Summary
- Paul discusses Ben Carlson's article on bond underperformance.
- Compares fixed income returns during S&P 500 losses.
- References Bill Miller's Legg Mason Value Trust record.
Guests on This Episode
BC
Ben Carlson
American particle physicist · 12 podcast appearances
BM
Bill Miller
1 podcast appearance
RK
Russel Kinnel
1 podcast appearance