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"Normally [macro factors are] 95% of what you need to worry about. But now... it’s only 70%. The other 30% is geopolitics, government borrowing, excesses in capital markets, and technological change." - Mark Rowan (On shifting market disruptors) [00:00:52]
"We are essentially spending every dollar since the creation of fire. And we're doing it all at…
Marc Rowan: "Japan is, in many ways, the first of the western democracies to face real aging, retirement, and high levels of government debt."