One of my favorite lines, and one that has become something of a mantra for me over the past few years, comes from investor Kyle Bass: "I don't get paid to be an optimist or a pessimist, I get paid to be a realist."
So, on the heels of a presidential debate that I did not watch, I offer up the following. Realistically, my belief has been that Hillary Clinton will win this November. Realistically, I understand that Donald Trump's candidacy is a symptom of the failure of mainstream/establishment politics and the conventional thinking attached to it. So, in unemotionally assessing the lay of the land, whether it is this cycle or the next, I do believe that the status quo can is finally going to hit the wall.
