A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)

The Market Huddle

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2M ago 1:39:42

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This week Kevin & Patrick welcome back to the show, Dario Perkins. They have a fascinating discussion on what makes this economic cycle so unique, the smartest strategies for investors to position their portfolios, and why MMT may no longer hold the predictive power it once did.

Check Out TS Lombard: https://www.tslombard.com Follow Dario on X: https://www.x.com/DarioPerkins

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