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“trillion in early 2000s. It's 40 trillion. It's not all…” — Capital Allocators – Inside the Institutional Investment Industry at 7:36

“trillion in early 2000s. It's 40 trillion. It's not all good. A big deficit is very exciting for investing. If the alternative is no deficit, it's not as exciting. The deficit's a problem for the next gen. If you're investing, it's great. That's the conundrum that we're in. You've got to separate.”

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