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Jeffrey Gundlach
conversational on Odd Lots
Books, people, and resources mentioned in this episode.

Dan Ivascyn Is Excited About a New Era in Fixed Income

What's Actually Going On With Private Credit

Citi's Dirk Willer on How You Know When the Bubble Is Over

Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back

Ray Dalio on the Five Forces That Make This a Historical Moment

Cullen Roche on the Art of Building a Perfect Portfolio
From other shows on similar topics.

Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome
All-In with Chamath, Jason, Sacks & Friedberg

'Eject! Eject! Eject!' Inside the Private Credit Panic
The Journal.

The Enshittifinancial Crisis: Part One
Better Offline

Ben McKenzie (on cryptocurrency)
Armchair Expert with Dax Shepard

Massie's Primary Loss + AI Wars Heat Up | PBD #802
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Are we spending more because we can, or because we have to?
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