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Introduction
Mat kline is an old friend of ours, and he's also my own personal favorite analyst of the us. And global economies. He writes the overshoot substack news letter, and he'm the co author of the book trade wars are class wars with michael patis. We think this is going to fix itself, more or less on its own, as the broader economy, in business environment, in public health situation improves. Or are we going to have to do something drastic to fix it? Mat: The ukraine, russia war, the china lock downs and the freak out in global financial markets.