Arena’s Dan Zwirn Sees Tough Times Ahead and That’s Just Fine
https://www.pionline.com/investing/arenas-dan-zwirn-sees-tough-times-ahead-and-thats-just-fine
Future Returns: Playing Offense in Credit Markets
https://www.barrons.com/articles/future-returns-playing-offense-in-credit-markets-01603225441
This Time Is Different, but It Will End the Same Way: Unrecognized Secular Changes in the Bond Market since the 2008 Crisis That May Precipitate the Next Crisis
https://eprints.pm-research.com//17511/21697/index.html?27788