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Keeping it Simple | Ep. 14: Suppose They Gave a War and Nobody Came?

Keeping it Simple with Simplify Asset Management

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The Long Term Debt Cycle Thesis

Lynne Johnson was one of the first to come out with the general m that this could very much look like a war time economy coming out of the great depression and into the dynamics of the 19 forties. She recreated ray dallio's long term debt cycle thesis, which is based on the premise that you have shorter term cycles, but then they build up leverage in the system. And so i recreated that date. I looked at it from other angles a and i said, what about this angle? What about this angle?" she says. "I keep using the phrase that, you know, history doesn't repeat, but it rhymes"

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