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Ep. 497: David Stockman Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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The Red Ponzi: The Greatest Eruption of Debt Based Uncontrolled Investment in Human History

David Frum says China is the greatest construction project ever conceived. He thinks it misled people dramatically just because you see fast trains everywhere and new airports that they were opening up every two weeks. "You can't expect that all of that was done flawlessly without massive waste inefficiency malinvestment especially since there was not a real banking system"

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