52. PJ Pierre & Zed Francis - Are any banks solvent?
Mutiny Investing Podcast
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The Importance of Predicting Macro Events
Hugh Henry and Russell Clark were on a podcast kind of like, you know, they're looking at the same things, but they get two completely different conclusions. I'm sympathetic to the idea that we're likely in an environment with more price pressures than we've been accustomed to over the last 30 years. But how can we know if it's transitory or cyclical or secular? How could you possibly know that? And maybe, I don't know who wants to jump on that grenade first?"
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