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Credit Crunch, Stocks, Ukraine, and the Debt Ceiling (Podcast)
Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Bill Page, Senior Portfolio Manager and Head of Global Environmental Opportunities Strategy at Essex Investment Management, joins to talk investing strategies and stocks. Mike McGlone, Senior Macro Strategist with Bloomberg Intelligence, joins to discuss his research on the PPI plunge and his outlook for commodities, inflation, and crypto. Mick Mulroy, co-founder of the Lobo Institute and former Deputy Assistant Secretary of Defense for the Middle East at US…
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