just THINK about it website link
In Episode 13: Tracking the Invisible Gorilla with Hugh Hendry (Acid Capitalist Link) we go on a journey with "The Acid Capitalist" and discuss the complexities of the financial markets, the systemic risks in the banking sector, and the implications of interest rate changes. He introduces the concept of the 'invisible gorilla' to illustrate overlooked risks, particularly in the context of refinancing and duration mismatches amidst global economic challenges.
Enjoy, this was a fun conversation and is very entertaining.
Share this post