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2022 Year In Review + Listener Mailbag

RiskReversal Pod

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Buy Corporate Debt

A lot of companies should already be out of business, but they were able to access cheap capital. QE again, masks a lot of the problems that many of these companies would have faced. I think we're going to see a lot of that in 2023 as credit spreads widen. It'll present tremendous opportunity to buy corporate debt.

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