What is the current trend of U.S. debt to GDP since around 2010?
The Case for Investing in U.S. Bonds

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OPEN ENDED QUESTION
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2.
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How does the speaker view the risk allocation in their bond portfolio?
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What factors does the speaker believe will lead to higher yields globally?
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What is the speaker's perspective on investing in energy-related securities?
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What is the speaker's most contrarian bet in their investment strategy?
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