John Lott is the Founder and CEO of J. Lott & Co, a global macro hedge fund and advisory firm.  In addition, John is an investment principal at Sustainable Income, a private credit fund that specializes in illiquid structured credit products. Prior   to   J.   Lott   &   Co,   John   was   the   Head   of   Accounting   at   Cerberus   Capital Management.  John has been the CEO, COO and CFO of nearly a dozen companies in industries ranging from consumer products to industrial distribution. One particularly relevant role was John’s time at The Winter Group, a residential mortgage securitization firm.  John joined The Winter Group in September of 2006.  By early 2007,  he took over as CFO to lead the effort to preserve value for creditors.  That role resulted in the company being sold in three separate transactions; (1) senior lenders (2) to management and (3) to a strategic acquirer We talk about what to expect for the next 90 days and more importantly what to look for to know that things have changed and the stimulus packages are working.  If you'd like to get in touch with John you can reach him at [email protected] If you'd like to get in touch with Chris you can reach him at [email protected] or @ChrisDMacro on the Twitters