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The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg

The Memo by Howard Marks

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The Risks of Floating Rate Debt

Howard Kurtz: We were in an easy money climate for a long time and we're not anymore. He says the biggest underappreciated risk is the market's expectation that rates are going to come down before they become a problem. Kurtz: I think you're starting to see the market appreciate the difference in mix of floating versus fixed.

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