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"content": "At the 9 min mark Luke also makes another critical point about the Treasury arb trade \n\n👉 https://open.substack.com/pub/kanemcgukin/p/is-ltcm-replaying-itself-out-in-us\n\n👉 Full video from Luke: https://youtu.be/GFswO3hEZpU?feature=shared",
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