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Forward Guidance w/ Felix Jauvin: The Biggest Trade No One Sees Yet ft. Raoul Pal & Julien Bittel

Raoul Pal: The Journey Man

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Understanding Debt Cycles and Economic Patterns

This chapter explores the intricacies of debt refinancing cycles and their interconnectedness with various economic cycles, notably post-2008. The speakers discuss the predictability of these cycles, the effects of government policies on asset prices, and the ongoing discussions surrounding liquidity and debt levels.

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