Chris Davis and Bill Miller reflect on 40 years of friendship and how temperament has impacted their respective investment styles
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The Easy Money Era – Who Was Helped
The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
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Examples of how the low interest bubble era fueled speculation and irrational valuations
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Navigating Headwinds with Active Management
The ever-expanding margins and valuations of the past decade are unlikely to be sustained
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