We start today's double podcast analysing a recent discussion which highlighted a number of points we have been making in recent months and beyond about the western financial sector and how these things are now beginning to coalesce rather sharply. We then discuss a recent assessment by Deutsche Bank and separately by JPM with regards to recessionary risks and why they are now coalescing also. We conclude assessing a major position hedge funds are taking which suggests they too believe that equities are about to face a sharp fall.

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