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The Best of Hedgeye: Kyle Bass → Recession Risk Rising

Hedgeye Podcasts

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Reflecting on Economic Cycles: Anticipating Market Peaks

This chapter explores past economic cycles and their relevance to current market conditions, particularly anticipating a peak in May 2019. The discussion contrasts historical patterns in the S&P 500 with a cautionary approach to potential downturns, emphasizing the need for a long-term investment perspective.

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