MacroVoices #350 Mike Green: Investing Opportunity in an Increasingly Uncertain World
Macro Voices
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The Circle Doesn't Square
We're engaged in the same type of collateral destruction that leads credit systems to implode. We all can see the stress that is beginning to emerge in the corporate sector, particularly amongst the heavily levered entities. And we're seeing the underlying characteristics of an economy in which people are deeply unhappy. That's what really rough economic times mean. It means people are forced to make choices that are suboptimal versus where they are today.
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