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Zoltan Pozsar Calls For Bretton Woods III | Joseph Wang
Forward Guidance
The Volatility of Company Prices
Zoltan is in the camp if I understand him that the ECB or the Fed has to supply emergency lending assistance Or just flood the system with reserves via quantitative easing again. Joseph: It's really hard to know and I'm kind of skeptical as to how big this problem is Um So you write that there's there's volatility here in the company prices, but you know, this is a perfectly hedged trade.
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