Ryan Mumy and Justin Greenhill look at what happens when the companies leading the market start spending more cash than they bring in, and how that strain is showing up in debt issuance, credit default swaps, and Treasury yields. The episode also covers the equal weight S&P 500's strong October, the Fed's next move, Brazil's election surprise, a shrinking Latin American stock market, gold, and the largest bet against natural gas since at least 2013.
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