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Keeping it Simple | Ep. 20: Secular, Cyclical... it's all a fubar fugazi!

Keeping it Simple with Simplify Asset Management

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Is the Long End of the Curve a Good Idea?

Chris Burry: My biggest concern with the long end of the curve is one I think the Fed is actually introduced volatility unnecessarily into the system. Emerging market equities are at a very different stage in terms of passive penetration than we are they're actually at the beneficial stage, he says. Harley: It's part of the reason we have such terrible policy hopefully it changes. The problem though is that as you said that was panicked and contracted by those massive booms or busts trying to get out of them my view is likely to cause a rather catastrophic situation which will then require a potentially equal size response from all sides.

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