Ep. 1145: Good Morning Vietnam with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
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The Impact of the Sovereign Debt Crisis
Sovereign credit was the key, which we didn't know nobody had any idea about until 2010 or so. That's when people started taking doing the math and saying, wait a minute, the government can't bail out the banks. We're back to that actuarial problem, 25 years down the road, where there's a lot of ways you can hope things will get better.
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