The Bull and the Bear Case for the American Economy with Dan McMurtrie
Dan McMurtrie (@SuperMugatu) of Tyro Partners joins Erik on this episode. They discuss: - His writing on the crisis, how he has analyzed it, and why his view has changed from bearish to bullish. - The “bottom-up” recovery that’s taking place and all the ways that it might falter. - What specifically he’s watching for that might change his opinion on the…
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