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Hedgeye Investing Summit | Ben Hunt, Co-Founder and CIO of Epsilon Theory

Hedgeye Podcasts

CHAPTER

The Liquidity Crisis

The main things that created the bubbles aren't things right now. Those are impaired until you get your cycle back and you can't get your cycle of cash flow back until you get the recession out of the way. That's a very different world. I mean, Neil Howe would say, yeah, that's going to be part of the fourth turning right there.

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