MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
Macro Voices
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Is Mean Reversion a New Paradigm of Reflexivity?
Rumors began surfacing saying China is going to come out of lockdown in March of 2023. The world's obviously a lot more complex than that, so we don't really know what it'll mean. What I think is is known is that every CEO in the world has woken up to the possibility that having global supply chains are a real risk and they're making decisions around how robust their critical infrastructure will be.
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