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Good Lacy Hunt interview (from Hoisington)


original mungerville
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Glad you posted this - wonderful interview.

 

Makes me question Berkowitz's thesis that this banking cycle is like the 90's...we could be in for a long deleveraging period that will very much delay the banks returning to "normal". Though I think BAC could be a different story given that it is a restructuring thesis selling far below BV.

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