4min chapter

Forward Guidance cover image

Inflationary Recession Is On The Horizon | Paul Hodges

Forward Guidance

CHAPTER

The CLOs' Role in the Supply Chain Constraints

Central banks have spent $8 trillion on M&A, mergers and acquisitions. Private equity has bid up prices to absurd levels - 20% of companies can't pay their interest bills. Alan Greenspan said there's never been a national house price crash. But if you've done loans to people who can't afford to buy the house, then when prices crash, they all crash.

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