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52. PJ Pierre & Zed Francis - Are any banks solvent?
Mutiny Investing Podcast
The Importance of Leverage in Recession
The yield curve didn't predict anything pre-1980. So is this time different? Like, how long does this keep going on? And if everybody starts attenuating their portfolios to an inverted yield curve, does it change in real time? I was just saying the only reason it matters is there's a lot of products that's been built that essentially is a carry trade,.
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