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Transcript
Chapters
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An Enormous Swathe of Risk
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Mario Draghi's Warning on Fiscal Debt Burdens
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Central Banks Papering Over The Cracks
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Disinflation and Rates
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Thoughts on Credit Quality
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Other Risks: Geopolitical Tensions and a Second Wave of COVID-19
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Negative Interest Rates and Debt Monetization
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Thoughts on Europe and the Euro
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China and Hong Kong
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Corporate Earnings and Business Consolidation
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Closing Thoughts: Gold in a Post MMT World