liquidity or credit cycle

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 25, 2018 by James Aitken · across every show →

Everything said about liquidity or credit cycle, oldest first

Jun 25, 2018
Insight
Falsifying a Credit Cycle's Core Assumption Triggers Severe Mean Reversion
“When you falsify the key assumption underpinning any liquidity or credit cycle, you get mean reversion and then some”
James Aitken Jun 25, 2018 ▶ 14:53 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
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