Replicating Hedge Funds, Lessons from Bridgewater and the Outlook for Inflation with Bob Elliott
Excess Returns
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The Challenges of a Macro Perspective
We're dealing with inflation for the first time in a really long time. The conditions, the dynamics that we're in right now are very normal late cycle. What we see today is not a credit driven cycle, but an income-driven cycle. We've been in what's described as a "deleveraging" phase of the economy.
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