Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
RiskReversal Pod
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What's Going to Happen in the Next Six Months?
There are definitely similarities to the late 90s. I would say we're already seeing some malinvestment going into COVID. We were actually looking for a recession in 2020 before the pandemic hit. And then of course, you got the pandemic and what it did was it pulled forward even more demand on top of cycle that was already extended.
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Transcript
