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Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO | S08 E10

The Acquirers Podcast

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Market Structure, Index Concentration and Risk

Tim and Tobias debate index concentration, Mag‑7 effects, and risks for long‑term retirees in a potential lost decade.

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