Kevin Duffy with Jason Burack of Wall St For Main St
Kevin runs the hedge fund Bearing Asset Management and is famous for his calls shorting the 1999 technology bubble and the 2008 housing crisis.
Barron’s featured him in an article about his correct market calls and he is a fan of the Austrian School of Economics for decades.
Recent interview Kevin did for another publication: «We’re Dealing With a Very Different Animal» themarket.ch/interview/were-d…
During this hour plus long interview, Jason asks Kevin for his macro views and Kevin outlines why he thinks that many asset prices will continue to go lower for years and his long positions in the “Anti-bubble.”
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FULL SHOW NOTES AND LINKS HERE