For 20 years, Michael Lewitt has managed billions of dollars for institutions like Texas Teachers, LA County Employee Retirement, and large hedge funds like Omega Advisers. He also wrote “The Death Of Capital: How Creative Policy Can Restore Stability” (John Wiley & Sons) and is the Editor & Publisher of The Credit Strategist, a monthly newsletter that has focused on the global economy and financial market since 2001. It was one of the few publications to predict the 2001 and 2008 credit crises. Since Sept. 2012 Michael is the general partner of The Third Friday Total Return Fund, one of...