Tail End: The Long-Term Debt Cycle

How Debt Cycles work and why we're headed for a secular cliff.

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Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator.

https://x.com/MacroOps
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Expected Value

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Emerging Market Constraints