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Check Bridgewater's observations on deleveragings.
It's tough to give a quick post. If you can get your hands on a few copies of The Economist you'll learn loads. Literally I read 2 issues and automatically understood and knew more than anyone else in my classes. It's not an easy read though
Also YouTube A Conversation with Ray Dalio. Great video. It's an hour long but if you watch from about 5 min. to 20 min into the video you'll learn a lot
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