Summertime and the living is easy

China, the leveraged loan market, Netflix and the Los Angeles Dodgers utility-man (why not?) headline another scintillating investment discussion. 

0:00 “Maximum” Max #Muncy and value investing

1:53 Cracks in the #China facade

5:19 Debt or equity?  The #Netflix conundrum

11:05 Humphrey Hawkins redux and #crypto invades the CFA

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