Lance Roberts: Record margin debt threatens fed-fueled bull market
Macro Voices - Un pódcast de Hedge Fund Manager Erik Townsend - Jueves
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Erik Townsend welcomes Lance Roberts to MacroVoices. Erik and Lance discuss the liquidity driven markets and the Fed balance sheet driving asset prices. They further discuss the margin debt vs. the net credit balance and as a % of real GDP. The further discuss the total system leverage, the economic deficit and peaks in real profit margins.
