Rates and Risks
Armen discusses the complex relationship between inflation, interest rates, and the economic outlook, emphasizing that the Fed's primary focus is on stable growth and employment rather than merely reducing rates. He expresses concern over the rising national debt and the potential consequences of political decisions on fiscal policy, warning that a crisis of confidence could lead to a recession if rates increase unexpectedly.In this clip
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Business Breakdowns
The Evolution of Private Credit - [Business Breakdowns, EP.163]
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