All-Stars #65 Luke Gromen: The Narrative Failure is upon us!
Macro Voices - Podcast autorstwa Hedge Fund Manager Erik Townsend - Czwartki
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All-Star Luke Gromen says we’re experiencing what Barton Biggs called “Narrative Failure”, and explains why the repo spike was neither “technical” nor “temporary”. Link: http://bit.ly/2mUbElv