52. PJ Pierre & Zed Francis - Are any banks solvent?
Mutiny Investing Podcast
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The Yield Curve and Recession Indicators
The shift in the yield curve has a potential creating for selling, because it makes it less interesting to borrow money to buy things. And potentially decent amount of that carry trade style of investment has actually been done more so on the private side rather than tradable assets over the last 10 years. They just have a longer leash than forced liquidation of some co-meo product that's all trading, you know, listed instruments. It's probably just a little bit different on that sense.
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