Coronavirus Crisis: Assessing the Economic Damage and the Way Forward

Marc Chandler, a political economist and currently managing partner at Bannockburn Global Forex, joins the podcast to provide his assessment of the coronavirus impact on the global economy. Content: (Spotify users can click on the timestamp to link to the segment) This crisis is different, not brought about by the economic cycle but by an exogenous shock (3:15) Assessing the fiscal and monetary response by policymakers (4:36) Will there be a "V-shaped" recovery? (6:55) Recovery in Q3, Q4, but growth will be limited (12:07) The crisis may accelerate the move to a cashless society (13:12) Background on the guest (17:43) What's something the market is missing? (27:39) The Age of Surplus (34:13) Greater accountability for the Federal Reserve (38:21) The crisis could result in expansion to enfranchisement. To 16-year olds? (43:21) For more information on the guest: Website: MarcToMarket.com Twitter: @MarcMakingSense Bannockburn Global Forex LLC website Not intended as investment advice.

Om Podcasten

The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.