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american cre market stress - maturity wall - private credit funds vs regional banks - different factors at play vs 2008 gfc (distressed asset buyer rode the recovery vs local developer owner operator types, question: are they still healthy cash flow/income generating assets?)

commodity exporters - moving up the value chain or stuck? - look at complexification of economy, investment in social development, domestic equality, global integration - domestic political and international geopolitical issue vs IMF, World Bank only

Oh be a fine guy/girl kiss me

"Outliers are those who have been given opportunities and who have had the strength and presence of mind to seize them" Outliers