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The Unease of the Equity Market
I don't think I could have foreseen it getting this out of control. We tend to focus on complex capital structures and something called complexity premium, which is pricing complex assets. And we definitely have a bias towards financials over corporates. But I can tell you right now, I remember reading your text messages and you obviously shared that with me. You're well-known for predicting most things. Did you see this coming? No.