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Hedgeye Investing Summit | Ben Hunt, Co-Founder and CIO of Epsilon Theory

Hedgeye Podcasts

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The Effect of Normalized Interest Rates on Corporate Profits

When we normalized interest rates last time, like for real, like 1980s, that's where corporate profits went relative to the people. This 2008 period, we had to stabilize it, ring fence it, so that you kept profits relative to thepeople and double the prior cycle high. We have an entire generation of millennials that's ready and willing to walk through that door.

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