focus more on liquidity risk because when there's no liquidity, a lot of things go bad. So you need to focus on that. And the second thing that a lot of investors will need to start paying attention to, which they haven't been for a long time, is counterparty risk, which everyone thinks that their counterparty is safe. But assets with no counterparty risk, I think in the next few years, will deserve a premium. So I think that's something to pay attention to. So I think this is where people should focus. I do believe that the dollar gets stronger. I don't believe it goes get strong in a straight line. So I think we haven't seen the end of this move. Probably it goes back and then it goes back higher. And I think that if something breaks and the Fed pivots, as Michael Cowell said earlier, then commodities shoot the moon, and then we go back to square one and inflation goes back up. And I heard Muhammad Al-Ara'in's interview a few days ago, where he suggested that we might be entering a (86/92)
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